Five steps to take ahead of the transition:
- Add info@consolidatedtape.com to your safe sender list so you receive future communications.
- Register your organization at consolidatedtape.com from September 1, 2026.
- Review the new Agreements at consolidatedtape.com/agreements and start your legal review now — every firm must be licensed before March 2027.
- Identify your five designated contacts: Administrative, Technical, Billing, Reporting and Compliance.
- Subscribe to policy versions and change notices at consolidatedtape.com/policies.