Navigating the Help Site 5

• How to Search for a Solution Article
• Live Chat and Submitting a Ticket
• View Announcements
• Contacting Support
• How Do I Submit a Feature Request?

Login Assistance 11

• What if I can't remember my username or password?
• Forgot Username or Password
• Why am I receiving an incorrect Username/Password error message when I attempt to log in?
• I clicked 'Forgot Password' and entered my email address, but I did not receive an email, how come?
• Is it required that all users have their own login for Comergence.com?

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How to Register 5

• Registering on Comergence as an NMLS registered Company
• I am trying to register and receiving a 'Your company is already registered' message. How should I proceed?
• I can’t get past the first registration screen what should I do?
• Getting an error "NMLS ID not found" when trying to register
• Registering on www.comergence.com - FAQs

Site Requirements 5

• Browser Compatibility
• I keep receiving the following message: "ATTENTION! You are using an outdated browser!" What does this mean?
• Baseline Supported iOS devices for Social Media and Investor Marketing Mobile Applications
• How to Clear Cached Images and Cookies
• How to Whitelist www.comergence.com

About Comergence by Optimal Blue 3

• Service Level and Support Policies
• Support Hours and Holidays
• Download Security

How to Whitelist an Email 1

• Whitelisting an Email

Terms of Service 1

• Terms of Use

API 10

• API (Application Program Interface)
• API Pagination Limitations
• Counterparty Oversight API - Fields and Descriptions
• Compliance Questionnaire API - Fields and Descriptions
• Customer Contact Data API - Fields and Descriptions

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Privacy Policy 1

• Privacy Notices

Mobile App Troubleshooting 1

• Mobile App Troubleshooting

Public Landing Pages 2

• Optimal Blue's Comergence APIs
• Registering on www.comergence.com