Application Summary for a completed e-file Application

The Application Summary page provides a summary of the information included in the application.

When the application is completed, the summary page will show the Application Status as ‘Completed’.

You can view the Firm Suitability Status, the Personal Suitability Status, Terms of Agreement Status, Professional Status, Fingerprint Status and Provider Option Status from the summary page.

Once an EFIN is assigned, you can view the EFIN and ETIN Status.

The menu at the top on the Summary Screen can be used to access an area within the application that need to be modified