Migrate Existing Firm to New Platform

Migrate Existing Firm to New Platform

To make it as fast and easy as possible for existing firms to transition to the new firm registration platform, just follow the steps below.

Administrators of existing firms will still need to to create a profile and fill out basic company information, but once that process is complete, the information will not need to be re-entered.

Nevada Business License is Required to Register All Firms

If your firm does not have a Nevada State Business license, you will need to obtain one before you can migrate your firm to the new platform.

Every business entity planning to do business in the State of Nevada, must obtain a Nevada State Business License. If you have not yet obtained a Nevada State Business License, please go to Nevada’s business portal, Silverflume. Also, please see Business Name Authorization below.

Firm Migration Process

Make sure your firm has a Nevada State Business License and your current Firm ID number assigned by the board.
  1. Create an online profile
  2. Login to your dashboard and verify the information is correct.
  3. Verify migrated registration and certificate
  4. Renew Firm Registration (if necessary)

Please note: Only your firm name, services offered, origination and expiration dates, contact name, and firm ID number will be migrated. You will update your principals and responsible charges when you renew your registration.

Firm Migration Checklist

  1. Make sure you have access to your current firm ID number and Nevada State Business License
    • If your firm does not already have a Nevada state business license, visit the Nevada Secretary of State portal – Silverflume – to apply for a state business license. You will need a business license to register your firm!
  2. Create a new firm profile.
    • Make sure you note the user email and password. You’ll be asked to provide that each time you login.
    • You’ll be asked to verify your email when you complete your profile.
    • Make sure you enter the current (legacy) firm ID number of your firm.
  3. Login to your firm profile dashboard, and verify your firm registration and  certificate are accurate.
    • Click on the View Registration and the Download Certificate buttons and verify the information is correct.
  4. If your registration is due for renewal, You’ll see a blue “Create New Registration” button on your dashboard. To renew, simply click the button and follow the prompts.  

Common Questions

My firm registration is current
  • If your firm registration is current after migration and not yet due for renewal, no action is necessary and no payment is required. You will be reminded to renew by email 45 days prior to to the registration expiration date.
My firm registration has expired
  • If your firm registration has expired, simply click the blue “Create New Registration” button and follow the prompts to renew your firm’s registration.
  • There is no late fee.
I need to make changes to my firm registration prior to renewal
  • Contact the board at (775) 688-1231 or email board@nvbpels.nv.gov if you need to make changes to your principals or responsible charges.
Create a New Firm Profile
Firm Dashboard

If you are a Compliance Company that Manages Multiple Firms

  1. Make sure you have access to the current firm ID numbers and Nevada State Business License numbers for all the firms you manage
    • If any of the firms do not already have a Nevada state business license, visit the Nevada Secretary of State portal – Silverflume – to apply for a state business license. You will need a business license to register your firms!
  2. Create a new firm profile.
    • Make sure you note the user email and password. You’ll be asked to provide that each time you login.
    • You will enter the details of one of the firms you manage to complete your profile. 
    • Make sure you enter the current (legacy) firm ID number of each firm.
    • You can add additional firms after you complete your profile.
  3. Login to your firm profile dashboard, and verify the information for your first firm registration and  certificate are accurate.
    • Click on the View Registration and the Download Certificate buttons and verify the information is correct.
  4. If the registration has expired, simply click the blue “Create New Registration” button on the dashboard and follow the prompts.
  5. To migrate your second firm, simply click the Company dropdown at the top of your dashboard and click the “+Create Company” at the bottom of the list. Follow the same process as the first firm.
Multiple Firm Dashboard

 Launch the firm portal to create a profile or login.