Setting Your Primary Office
Having a primary office is important because it serves as the default source of filer identity and compliance details across your account. If an additional office does not have its own unique filer information entered when you create a new report the system will automatically use the primary office’s details to ensure every report still has complete and accurate filer information. To set a new office as your Primary Office, all office contact Information need to be filled out including the primary contact person and their role or function in the office are entered, office address and FinCEN pin number.
- From the My Offices page, locate the office you want to set as your primary.
- Click the blue eye icon on the right side of the screen.
- On the office details page, select Set as Primary Office.
What “Primary Office” Controls
Your primary office acts as the default office details for your account. It impacts the following:
- Default office on new reports: When you create a new FinCEN Report, the primary office is selected automatically unless you manually change it.
- Dashboard branding: If your firm uses office-level branding (logos, contact info, white-label email settings), the primary office controls what appears by default when you log in.
- Auto-applied settings: When you create a new report, the system uses the office you selected to fill in details like the address and phone number, contact person, etc. If the office you selected to file the report doesn’t have any filing details on record, it will automatically use your primary office’s details to keep everything complete and consistent.
Reassigning Existing Reports
If a report needs to be moved to another office, you can change its office assignment right inside the report. Open the report and use the Office dropdown in the top-right corner to switch it to the correct location. Once it’s reassigned, only the staff in that assigned office will be able to view and work on the report, so be sure to pick the office that should manage it.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
