February 12, 2026
Large financial institutions, such as intermediaries and wrap sponsors, are increasingly asking advisers to provide documents with higher-level accessibility conformance on institutional platforms. This means digital copies of your filings, like your ADV 2A Brochure and Form CRS, must be created in a compatible format that meets this higher standard. This new development will affect a lot of advisers and requires technological tools and expertise.
If you have any questions about this higher-level of accessibility, we invite you to join FilePoint, Fairview’s sister company, for its webinar, ADA Accessible ADVs: What You Need to Know, and How to Comply, on March 11, 2026, at Noon ET. During the webinar, FilePoint’s regulatory experts will walk through these accessibility expectations and provide guidance for advisers on conformance.
FilePoint is well-versed in ADA- and WCAG-compliant PDFs and websites, and can help advisers meet these new industry requirements. If you have questions or would like to speak with a team member, click here.
