Frequently Asked Questions

  • Who is SNL?
  • Who uses the data?
  • Why do I need to register and does it cost anything?
  • I’m already registered, but what is my password?
  • Can someone else use my login?
  • How do I change my password?
  • What are the technical requirements?
  • How do I find the Survey ID number?
  • How do I edit a Financial Period?
  • Can I edit other Financial Periods?
  • What do these fields mean?
  • How do I submit changes to SNL?
  • What is Regulation FD?
  • Can I still submit information to SNL in light of Regulation FD?
  • Who is SNL?

    SNL Financial is the premier multisector-focused information and research firm in the financial information marketplace. SNL Financial collects, standardizes and disseminates all relevant corporate, financial, market and M&A data — plus news and analysis — for the industries we cover: banking, specialized financial services, insurance, real estate, energy and media/communications.

    Since SNL's founding in 1987, we have continuously expanded our global operations, as well as the scope and depth of our coverage and products — all without compromising the standards of quality and customer service that drive our success.

    As a result, leading investment banks, investment managers, corporate executives, ratings agencies, government agencies, consulting firms, law firms and media such as The New York Times, The Wall Street Journal, USA Today, Financial Times, Business Week, Forbes and Fortune rely on SNL Financial for the best possible information on the companies in our sectors. Click here for more information.

    Who uses the data?

  • Every significant investment bank serving the banking, insurance, financial services, real estate, energy, media, and communication sectors
  • The top rated sell-side analysts
  • Most of the leading buy-side analysts
  • Many of the top law firms, consulting firms, and advisors to our sectors
  • Executives in the companies we cover, including CEO’s, CFO’s, IR officers, strategic planners, and corporate development officers
  • Every major rating agency
  • Most of the regulatory agencies who oversee our sectors
  • Why do I need to register and does it cost anything?

    Registration is free of charge. We ask that each new user registers to ensure that only authorized persons are editing your company’s data. When registering, you will be asked to provide the following information:

  • Full Name
  • Title
  • Company
  • Your contact information

  • (All personal information is confidential.)

    Can someone else use my login?

    All users should have their own WebData login. To add authorized users, please contact your SNL analyst with the names and email addresses of any additional users.

    I’m already registered, but what is my password?

    If you have forgotten your password, please click here to have your password sent to you via e-mail, or for more assistance, contact WebData Support at 434-951-7795 or Webdata-Support@snl.com.

    How do I change my password?

    You can edit your profile, including your contact information, username, and password in the "Edit Your Profile" section of the "User Options" menu once you have logged in.

    What are the technical requirements?

  • Software: SNL recommends that you use the latest version of Internet Explorer for the most efficient browsing of the WebData site.

  • Resolution: The site requires a minimum screen resolution of 800 x 600. Some screens display a very large amount of information, and higher resolutions may be helpful.

  • Cookies: This site does not use cookies
  • How do I find the Survey ID number?

    Your Survey ID is located at the top left-hand corner of the e-mail or fax request sent to you. It will also be included in requests for missing data items. Survey ID numbers usually begin with the letter “A” followed by 11-digits:

    Survey ID Number

    You can also contact WebData Support at WebData-Support@snl.com or 434-951-7795 or contact your SNL Analyst if do not have your original email or fax copy.

    How do I edit a Financial Period?

    Once you have submitted a Survey ID, click on the "Financial" Link under Step 1. Your survey will load with the most recent financial period ready to edit. Simply click in the field you would like to edit and make changes. Remember to enter any notes you have in the Comment section at the bottom of the survey. When you are finished, Save changes by selecting "Continue" at the bottom of the page. After you have saved, you will be directed to the Main survey page.

    Can I edit other Financial Periods?

    Yes. At the top right-hand corner of your survey, there is a drop-down menu that will allow you to switch to other financial periods.

    Edit Other Financial Periods

    What do these fields mean?

    Definitions for each of the items in the survey are available by clicking on the Blue Item ID numbers on the left-hand side of the survey.

    Field Meanings

    How do I submit changes to SNL?

    After you have made all changes, feel free to enter any comments into the Comment field at the bottom of the survey. Doing so will help provide explanation to the SNL Analysts when they are reviewing your changes.

    After all the information is complete, Save any changes by hitting "Continue" at the bottom of the page. You will then be directed back to the Main page of the Survey.

    Be sure to select all financial periods you would like to submit for review under "Step 2" and then click "Submit Survey."

    You should receive a confirmation e-mail and your SNL Analyst will then be notified that your survey is ready for review.

    Submit Change

    What is Regulation FD?

    Regulation Fair Disclosure (Regulation FD) is the Securities and Exchange Commission’s (SEC) rule for issuers primarily aimed at eliminating selective disclosure. The SEC is concerned that individuals, particularly analysts and other securities market professionals (brokers, dealers, investment advisers and investment companies) and holders of the issuers' securities, receive information before it is made available to the public.

    The Commission makes clear that the principal focus of Regulation FD is to guard against and prohibit selective disclosure of material nonpublic information (and, correspondingly, insider trading and misappropriation of inside information). At the same time the Commission underscores that the regulation is "designed to promote the full and fair disclosure of information by issuers," consistent with established principles of federal securities laws and long-established policies of the Commission.

    Can I still submit information to SNL in light of Regulation FD?

    Yes. Your company can still submit information to SNL and remain fully in compliance with Regulation FD, provided you don’t complete our questionnaires prior to making public your earnings release, either by posting it on your website, or releasing it through a press release agency. SNL is a publishing and research company and is not an "enumerated person", defined by the SEC as broker-dealers, investment advisers or any other investment company that has the ability to trade based on market information. SNL is a media organization and information provider with more than one hundred products and subscription services delivered via database, Internet, and print products. The Commission makes clear in its introductory comments to Regulation FD that the mandate is specifically intended to exclude information provided to members of the media, such as SNL.

    Your ability to submit financial and other information to SNL concurrent with or following your earnings press release is confirmed in a legal opinion prepared by the law firm LeClair Ryan. In a letter to the Deputy General Counsel of the SEC, LeClair Ryan inquired about the applicability of Regulation FD to SNL's practice of obtaining "material" information from public companies. After a thorough discussion with the Office of General Counsel of the SEC, the firm confirms in its opinion, provided by Scott H. Richter, that supplying information to SNL Financial fully complies with the letter and intent of Regulation FD.