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.

Which FINRA agents in the Twin community can I clone?

The FINRA agents section above lists the most-run community builds, with run and clone counts on each card so you can pick a battle-tested starting point. It is almost always faster to clone a FINRA agent than to spec one from scratch.

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

Integration guide

How Twin uses FINRA inside repeatable agent workflows

Twin treats FINRA as part of a larger workflow, not as an isolated connector. An agent can read the relevant records, combine them with context from other tools, decide what needs to happen next, and report the finished work back to the team.

The page below shows the practical automation patterns for FINRA: what the agent can monitor, which actions it can take, and how the workflow stays observable when it runs on a schedule.

Common starting points include compliance monitoring, regulatory data to spreadsheet, customer support with finra. Each example is designed to become a reusable agent, so teams can start from a narrow job and expand it as the process matures.

Twin is most useful when 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.

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.
Explore
Broker and firm profile extraction

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

Run scheduled checks against FINRA records to detect new disciplinary actions or status changes for a watchlist of advisors or firms.
Explore
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.
Explore

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.

FINRA agents from the community

Be the first to build a FINRA agent.

The Twin community hasn't published a FINRA agent yet — describe what you'd like to automate and we'll build it for you in minutes.

Build the first FINRA agent

Common FINRA use cases

Patterns that show up across the Twin community — start from one and adapt it.

Compliance monitoring

Monitor FINRA records for status changes or new disciplinary actions on tracked advisors.

See use case

Regulatory data to spreadsheet

Pull FINRA search results into Google Sheets or Airtable for analysis and reporting.

See use case

Customer Support with FINRA

Combine FINRA with the rest of your stack to run this workflow on a schedule.

See use case

Build with more than FINRA

These related integration pages give crawlers and readers another path through the automation catalog. They connect FINRA to nearby apps, categories, and paired workflows that teams often evaluate together.

See all integrations