Pre-Requisites for using the Compliance Feature on Harvest:
- Verify your Individual user Profile (Learn more)
- Create and Verify your Company Page (Learn more)
Setting up Compliance Oversight for your Individual and/or Company Profiles
You can access your free Compliance Archiving, pre-approval and disclosure/disclaimer toolkit in your Individual Settings and in your Company Page Settings.
To learn how to use the Harvest compliance module, please see our step-by-step tutorial.
| Accessing the Compliance Tools for Individuals | Accessing the Compliance Tools for Companies |
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What is the Harvest Compliance Module used for?
Highly regulated firms need to satisfy a few conditions set forth by the SEC and FINRA regarding archiving public communications, and gaining pre-approval before posting public materials. Harvest solves for this workflow with a proprietary compliance module that can be utilized for free via Harvest, and runs through your own company's email.