Legislation & Information Bulletins >Trust Assurance and Practice Review (formerly Audit Compliance Services) > Online Filing

Below are instructions for filing Trust Assurance and Practice Review forms (formerly audit forms) RE F4 and MB F4  online:

  • Log into RECA Online using your RECA ID number
  • Your brokerage's details will appear on the next screen. From the drop-down ''Action'' menu, select ''File Accounting Reports''
  • On the next screen, click on ''Start''
  • The next screen will list all forms that are available to be filed online.  Click on Form 4.
  • Form 4 will appear on your screen. If necessary, you may add a new trust account by clicking on ''Add NEW Trust Account'' near the middle of Form 4, and follow the instructions onscreen to add a new trust account.
  • Complete  the applicable questions
  • Check the box beside the statement ''I make this declaration conscientiously believing it to be true and knowing that it is of the same force and effect as if made under oath.''
  • Click on ''Submit Application''
  • At the top of the next screen, in red, it should say ''Report Successfully Filed.''
    • If the next screen does not say that, log out of the RECA Online system and then log back in before re-trying the above steps.
    • If a second attempt at filing Form 4 online does not work, please contact RECA.
  • Once Form 4 has been successfully submitted, and you see the screen that says ''Report Successfully Filed'', you may view your completed Form 4, under the ''Action'' heading click on ''View''

 

 


 
 
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