Creating an MSB Call Report Filing

Create a new call report filing so you can either upload or manually enter the data.

About this task

Procedure

  1. Navigate to the NMLS Login page.
  2. Log in to your NMLS account.
  3. Select the Filing tab.
  4. Select the Call Reports button.
  5. Select MSB Call Report.
  6. Select Create New MSB Call Report.
  7. Select the desired year and period.
  8. Select the Upload via CSV or XML button.
    Note: For manual entry, select the Create or Edit (Manual Entry) button. Please refer to the MSB Call Report practice worksheet (see Table 2) and NMLS MSB Call Report Sections and Definitions for assistance when completing a filing.

What to do next

Proceed to MSB Call Report: Upload Filing as XML or CSV or enter the data manually as appropriate.