Do I need to know how to code?

No coding required. You describe what you want in plain English—such as "search BrokerCheck for disciplined advisors in Texas and export the results"—and Twin builds and runs the agent for you.

Can my A vibrant market is at its best when it works for everyone | FINRA.org agent run on a schedule?

Scheduled runs are supported. You can configure a FINRA agent to check BrokerCheck on a daily, weekly, or custom cadence—useful for ongoing compliance monitoring of a list of brokers or firms.

Which FINRA data can Twin access?

Twin navigates the browser-accessible portions of FINRA.org, including BrokerCheck search results, broker and firm profile pages, and disciplinary action records. It works with whatever is visible in the browser interface.

Can Twin combine FINRA data with SEC records?

Existing agents pair FINRA with adviserinfo.sec.gov in the same workflow. Twin can pull broker data from BrokerCheck and cross-reference it with SEC adviser registration records in a single run.

Integration

Automate FINRA research and compliance work

Twin runs browser-based agents on FINRA.org to search BrokerCheck, pull disciplinary records, and compile broker or firm profiles into structured reports.

Automate Finra Browse 3 Finra agents

What you can do with Finra

Real Finra workflows the Twin community runs every day, ready for you to clone.

BrokerCheck disciplinary action search

Search BrokerCheck by state or name, extract advisor profiles, violation types, and penalty details into a structured report.
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Broker and firm profile extraction

Navigate FINRA search results and pull profile data—registration status, firm affiliations, exam history—from individual broker pages.
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Recurring compliance monitoring

Run scheduled checks against FINRA records to detect new disciplinary actions or status changes for a watchlist of advisors or firms.
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Cross-source regulatory research

Combine FINRA BrokerCheck data with SEC filings from adviserinfo.sec.gov in a single workflow to build a fuller compliance picture.
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How it works

Three steps from idea to a running Finra agent.

1

Twin logs in to Finra

Twin opens a private browser session on your behalf and authenticates to Finra just like you would.
2

Describe the workflow

Tell Twin what you want done in Finra in plain English — including any flow that has no public API.
3

Twin runs in your browser session

The agent operates Finra step by step, handling forms, modals, and dashboards exactly as a human would.

Why Twin for Finra

What makes Twin a better fit than a generic automation tool.

No structured API to work around

FINRA does not expose a public API for BrokerCheck queries. Twin drives the browser directly, navigating search pages and extracting records the same way a human analyst would—but on a schedule and at scale.

Manual copying creates stale data

Copying disciplinary records by hand between FINRA and a spreadsheet or CRM is slow and error-prone. Twin writes extracted data directly to your destination, keeping records current without manual intervention.

Repeatable workflows, not one-off searches

Ad-hoc FINRA lookups are hard to audit and impossible to schedule. Twin turns a BrokerCheck search into a defined, repeatable agent that runs the same steps every time and logs what it found.