Participant Sign-up Form


FINRA is designing a new Workspace Dashboard to improve how you see FINRA information by delivering a consolidated view of compliance tasks (Work Management), a new customer support ticketing system, a brand-new reporting interface (Dynamic Reporting), and an overall streamlined experience. The Workspace Dashboard will become the new 'launchpad' from which you can start your work each day, replacing the Firm Gateway landing page. 

As part of this effort, FINRA's User Research Group will be conducting usability studies throughout the design phase of the workspace.  We would like your help by providing feedback.  You will be asked questions about navigation, how you think something should work, and most importantly how you feel the workspace reflects your daily interaction with FINRA.  The goal of the testing is to gain your insights about this system at an early level in order to evaluate whether it will work effectively and efficiently.

We are looking for...
  • People with varying degrees of usage of FINRA applications
  • Users who utilize Firm Gateway as part of their work
  • People willing to commit an hour of their time at some point in the future
By participating, you will get a sneak peek at the workspace dashboard, and will have an opportunity to share your thoughts and opinions with us.   Each moderated 1-on-1 session will run approximately 50 minutes and will be held via an online meeting (time/date TBD).

If you feel that you might be an ideal participant, please complete the form below.

Question Title

* 1. Contact Information

Question Title

* 2. What do you feel works well with Firm Gateway and FINRA applications?

Question Title

* 3. What can we do to improve Firm Gateway and FINRA applications?

By submitting this form, you will be contacted via email when we hold our next round of usability testing.  If you have any questions in the meantime, please send an email to

Thank you for volunteering your time to help us make FINRA products better for you!