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Who should be my company's account holder?

Use this article to determine the most appropriate person in your company to handle these FHR requests going forward

K
Written by Kailey Buxbaum
Updated over 2 weeks ago

When your company receives a request to join the FHR Exchange, it should be forwarded to someone who is authorized to disclose financial information on behalf of your organization. This individual will serve as your company’s account holder on the FHR Exchange.

The account holder may be asked to manage additional requests from other business partners in the future. Therefore, they should be in a position to oversee and respond to all client requests related to your company’s FHR Report.

Common account holder roles include:

  • Chief Financial Officer

  • Financial Controller

  • VP of Finance

  • Chief Executive Officer

If you're unsure who the appropriate contact is, we recommend checking with your direct manager to identify who is authorized to provide financial information.

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