| filer_cik | Central Index Key (CIK) of the entity submitting the request. | string | original |
| filer_ccc | The Filer CCC (CIK Confirmation Code) is a security code used in the SEC's EDGAR system to authenticate filers when submitting electronic filings. | string | original |
| is_live_or_test_filing | A mandatory designation indicating whether the submission is: LIVE: An official filing that will be publicly disseminated via EDGAR TEST: A submission to the SEC's test environment for validation purposes (not publicly visible) | string | original |
| is_electronic_copy_of_paper_filing | A checkbox field indicating whether the electronic filing is being submitted: Yes: As a supplemental copy of a filing already made in paper format (required for certain exempt offerings) No: As the primary/sole submission method | boolean | original |
| want_return_copy | A preference indicator requesting that the SEC: Yes: Send an official stamped copy of the accepted filing back to the filer No: Process without returning a copy | boolean | original |
| submission_contact_name | The full name of the individual or contact person submitting the filing on behalf of the funding portal. This could include the name of the Chief Compliance Officer, CEO, or other authorized representatives | string | original |
| submission_contact_phone | The direct contact telephone number of the filer or authorized representative submitting the Form CFPORTAL filing. Used by SEC staff for urgent communications regarding the submission. | string | original |
| submission_contact_email | The email address of the primary contact person for the filing, used by the SEC for official communications regarding the submission | string | original |
| notify_via_website_only | A checkbox field indicating whether the filer prefers to receive notifications (e.g., submission receipts, SEC comments) exclusively through the EDGAR Filing Website, bypassing email notifications | boolean | original |
| funding_portal_full_name | The legal entity name of the funding portal as registered with the SEC and state authorities. | string | original |
| funding_portal_other_names_or_urls | This refers to any additional business names or website URLs that the portal uses to operate publicly, different from its legal name. These aliases help regulators and investors identify affiliated operations. | string | original |
| funding_portal_ein | A unique nine-digit number issued by the IRS to identify a business entity for tax purposes. It is used by the SEC to associate filings with specific legal entities. | string | original |
| previous_name_or_url_and_reason | This captures prior legal or operating names and websites to maintain continuity in regulatory oversight and prevent confusion due to rebranding or restructuring. Filers must also specify whether the change applies to the entity name or website URL. | string | original |
| funding_portal_address_1 | The primary physical location where the funding portal conducts business. It serves as the official registered office for SEC correspondence. | string | original |
| funding_portal_address_2 | The primary physical location where the funding portal conducts business. It serves as the official registered office for SEC correspondence. | string | original |
| funding_portal_city | The primary physical location where the funding portal conducts business. It serves as the official registered office for SEC correspondence. | string | original |
| funding_portal_state_or_country | The primary physical location where the funding portal conducts business. It serves as the official registered office for SEC correspondence. | string | original |
| funding_portal_zip | The primary physical location where the funding portal conducts business. It serves as the official registered office for SEC correspondence. | string | original |
| mailing_address_1 | Mailing addresses and additional locations where business is conducted, if different from the main address. Multiple entries can be submitted if the entity operates in various locations. | string | original |
| mailing_address_2 | Mailing addresses and additional locations where business is conducted, if different from the main address. Multiple entries can be submitted if the entity operates in various locations. | string | original |
| mailing_city | Mailing addresses and additional locations where business is conducted, if different from the main address. Multiple entries can be submitted if the entity operates in various locations. | string | original |
| mailing_state_or_country | Mailing addresses and additional locations where business is conducted, if different from the main address. Multiple entries can be submitted if the entity operates in various locations. | string | original |
| mailing_zip | Mailing addresses and additional locations where business is conducted, if different from the main address. Multiple entries can be submitted if the entity operates in various locations. | string | original |
| telephone_number | Primary contact methods for the funding portal. These details are used by the SEC for communication related to regulatory filings or inquiries. | string | original |
| fax_number | Primary contact methods for the funding portal. These details are used by the SEC for communication related to regulatory filings or inquiries. | string | original |
| email_address | Primary contact methods for the funding portal. These details are used by the SEC for communication related to regulatory filings or inquiries. | string | original |
| contact_prefix | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_first_name | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_middle_name | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_last_name | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_suffix | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_title | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_direct_phone | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_direct_fax | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| contact_direct_email | Details of the designated employee responsible for handling SEC communications. Ensures the SEC has direct access to an authorized representative of the portal. | string | original |
| fiscal_year_end_month | A fiscal year is a period of 12 months ending on the last day of any month. The department will recognize a fiscal year only if it is established as the certificate-of-authority-holder's annual accounting period, and the books and records are kept corresponding to that period. | string | original |
| previous_sec_registration | This field determines if the applicant has ever been registered with the SEC as a funding portal or in another role (e.g., broker-dealer). Important for compliance history and tracking prior registration data. | string | original |
| foreign_authority_registration | Foreign registrations (1) Is the applicant registrant with a foreign financial regulatory authority? Answer "no" even if affiliatted with a business that is registered with a foreign financial regulatory authority . If "yes", complete Section K.2 below. (2) List the name, in English, of each foreign financial regulatory authority and country with which the applicant is registered. A separate entry must be completed for each foreign financial regulatory authority with which the applicant is registered. | string | original |
| legal_status | Identifies the legal structure of the funding portal. Used to determine regulatory requirements based on entity type. “Other” must be specified. | string | original |
| formation_state_or_country | If other than a sole proprietor, indicate date and place applicant obtained its legal status (i.e., state or country where incorporated, where partnership agreementwas filed, or where applicant entity was formed): | string | original |
| formation_date | Date of formation | date | original |
| successions | Is the applicant at the time of this filing succeeding to the business of a currently registered funding portal? Do not report previous successions already reported on Form Funding Portal. If "yes," complete Section 3.B. below. | string | original |
| control_relationships | In this Item, identify every person that, directly or indirectly, controls the applicant, controls management or policies of the applicant, or that the applicant directly or indirectly controls. | string | original |
| felony_disclosure | Applicant or associated persons must disclose any felony conviction or current felony charges within the past 10 years. Felonies include serious crimes judged in military, foreign, or domestic courts. | string | original |
| misdemeanor_disclosure | Includes misdemeanors involving fraud, investment practices, false statements, bribery, etc. Must disclose both past convictions and current pending charges. | string | original |
| found the applicant or any associated person to have made a false statement or omission? | string | original |
| sec_cftc_false_statements | found the applicant or any associated person to have been involved in a violation of any SEC or CFTC regulations or statutes? | string | original |
| sec_cftc_rule_violations | found the applicant or any associated person to have been a cause of the denial, suspension, revocation, or restriction of the authorization of an investment-related business to operate? | string | original |
| sec_cftc_license_actions | entered an order against the applicant or any associated person in connection with investment-related activity? | string | original |
| sec_cftc_orders_fines | imposed a civil money penalty on the applicant or any associated person, or ordered the applicant or any associated person to cease and desist from any activity? | string | original |
| other_agencies_false_statements | ever found the applicant or any associated person to have made a false statement or omission, or been dishonest, unfair, or unethical? | string | original |
| other_agencies_rule_violations | ever found the applicant or any associated person to have been involved in a violation of investment-related regulations or statutes? | string | original |
| other_agencies_license_actions | ever found the applicant or any associated person to have been the cause of a denial, suspension, revocation, or restriction of the authorization of an investment-related business to operate? | string | original |
| other_agencies_orders | in the past ten years entered an order against the applicant or any associated person in connection with an investment-related activity? | string | original |
| other_agencies_registration_revoked | ever denied, suspended, or revoked the registration or license of the applicant or that of any associated person, or otherwise prevented the applicant or any associated person of the applicant, by order, from associating with an investment-related business or restricted the activities of the applicant or any associated person? | string | original |
| sro_false_statements | found the applicant or any associated person to have made a false statement or omission? | string | original |
| sro_rule_violations | found the applicant or any associated person to have been involved in a violation of its rules (other than a violation designated as a minor rule violation under a plan approved by the SEC? | string | original |
| sro_license_actions | found the applicant or any associated person to have been the cause of a denial, suspension, revocation or restriction of the authorization of an investment-related business to operate? | string | original |
| sro_discipline | disciplined the applicant or any associated person by expelling or suspending the applicant or the associated person from membership, barring or suspending the applicant or the associated person from association with other members, or by otherwise restricting the activities of the applicant or the associated person? | string | original |
| authorization_revoked | Whether the applicant or associated persons ever had professional licenses (e.g., attorney, accountant, federal contractor) revoked or suspended. | string | original |
| ongoing_regulatory_proceeding | Whether the applicant or associated persons are currently subject to proceedings that could lead to affirmative answers in Items 5-C, 5-D, or 5-E (criminal, regulatory, or professional misconduct disclosures). | string | original |
| civil_enjoined | in the past ten years, enjoined the applicant or any associated person in connection with any investment-related activity? | string | original |
| civil_violations | ever found that the applicant or any associated person was involved in a violation of investment-related statutes or regulations? | string | original |
| civil_settlement_dismissal | ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against the applicant or any associated person by a state or foreign financial regulatory authority? | string | original |
| ongoing_civil_proceeding | Flags current civil litigation that may produce affirmative answers under Item 5.H(1)–(3) | string | original |
| financial_bankruptcy | Whether the applicant or control affiliates were subject to bankruptcy in the past 10 years. | string | original |
| financial_sipa_action | Whether the applicant or control affiliates were subject to SIPC trusteeship in the past 10 years. | string | original |
| trustee_direct_payment | Checks whether any fidelity or surety bonds backing the portal were revoked, denied, or claimed against | string | original |
| financial_unsatisfied_judgments | Verifies whether the portal has any outstanding civil judgments or liens that remain unpaid | string | original |
| non_securities_business | Captures whether the portal operates other lines of business not regulated by securities laws | string | original |
| third_party_name | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_address_1 | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_address_2 | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_city | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_state_or_country | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_zip | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_phone | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| third_party_compensation | Details of third parties (e.g., service providers) compensated for funding portal activities | string | original |
| execution_date | Legal attestation by an authorized signatory, affirming compliance and truth of the form | string | original |
| funding_portal_legal_name | Legal attestation by an authorized signatory, affirming compliance and truth of the form | string | original |
| execution_signature | Legal attestation by an authorized signatory, affirming compliance and truth of the form | string | original |
| execution_title | Legal attestation by an authorized signatory, affirming compliance and truth of the form | string | original |
| entity_full_legal_name | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_type | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_title_or_status | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_status_acquired_date | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_ownership_code | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_control_person | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_pr | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_crd_no | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_irs_tax_no | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_ein | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_full_legal_name | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_type | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_title_or_status | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_status_acquired_date | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_ownership_code | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_control_person | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_pr | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_crd_no | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_irs_tax_no | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_ein | Lists individuals/entities that control or own the portal as of filing date | string | original |
| entity_full_legal_name | Captures updates to ownership or control since last filing | string | original |
| entity_type | Captures updates to ownership or control since last filing | string | original |
| entity_title_or_status | Captures updates to ownership or control since last filing | string | original |
| entity_status_acquired_date | Captures updates to ownership or control since last filing | string | original |
| entity_ownership_code | Captures updates to ownership or control since last filing | string | original |
| entity_control_person | Captures updates to ownership or control since last filing | string | original |
| entity_pr | Captures updates to ownership or control since last filing | string | original |
| entity_crd_no | Captures updates to ownership or control since last filing | string | original |
| entity_irs_tax_no | Captures updates to ownership or control since last filing | string | original |
| entity_ein | Captures updates to ownership or control since last filing | string | original |
| entity_full_legal_name | Captures updates to ownership or control since last filing | string | original |
| entity_type | Captures updates to ownership or control since last filing | string | original |
| entity_title_or_status | Captures updates to ownership or control since last filing | string | original |
| entity_status_acquired_date | Captures updates to ownership or control since last filing | string | original |
| entity_ownership_code | Captures updates to ownership or control since last filing | string | original |
| entity_control_person | Captures updates to ownership or control since last filing | string | original |
| entity_pr | Captures updates to ownership or control since last filing | string | original |
| entity_crd_no | Captures updates to ownership or control since last filing | string | original |
| entity_irs_tax_no | Captures updates to ownership or control since last filing | string | original |
| entity_ein | Captures updates to ownership or control since last filing | string | original |
| agent_name | Records the U.S. registered agent authorized to accept legal documents on behalf of the portal | string | original |
| agent_address_1 | Records the U.S. registered agent authorized to accept legal documents on behalf of the portal | string | original |
| agent_address_2 | Records the U.S. registered agent authorized to accept legal documents on behalf of the portal | string | original |
| agent_city | Records the U.S. registered agent authorized to accept legal documents on behalf of the portal | string | original |
| agent_state_or_country | Records the U.S. registered agent authorized to accept legal documents on behalf of the portal | string | original |
| agent_zip | Records the U.S. registered agent authorized to accept legal documents on behalf of the portal | string | original |
| signature | Signature block for foreign-based funding portals appointing their U.S. agent | string | original |
| printed_name | Signature block for foreign-based funding portals appointing their U.S. agent | string | original |
| title | Signature block for foreign-based funding portals appointing their U.S. agent | string | original |
| date | Signature block for foreign-based funding portals appointing their U.S. agent | date | original |
| date | The date the funding portal ceased business or withdrew its registration request | date | original |
| agent_name | Location of Books and Records after Registration Withdrawal | string | original |
| agent_address_1 | Location of Books and Records after Registration Withdrawal | string | original |
| agent_address_2 | Location of Books and Records after Registration Withdrawal | string | original |
| agent_city | Location of Books and Records after Registration Withdrawal | string | original |
| agent_state_or_country | Location of Books and Records after Registration Withdrawal | string | original |
| agent_zip | Location of Books and Records after Registration Withdrawal | string | original |
| phone_number | Location of Books and Records after Registration Withdrawal | string | original |
