Form CRS
Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you when starting a relationship with you or when your account changes (e.g., you rollover an IRA). The relationship summary contains important information about the advisory or brokerage firm.
Concept at a glance
Definition and explanation
Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you when starting a relationship with you or when your account changes (e.g., you rollover an IRA). The relationship summary contains important information about the advisory or brokerage firm. [1]
Choosing or continuing to work with a financial professional is an important decision. Advisers and brokers offer different types of services and are paid differently. Reading a relationship summary can help you decide if an advisory or brokerage firm is right for you. You can find a firm’s relationship summary using the free and simple search tool on Investor.gov . [1]
Source-supported connections
Frequently asked questions
What does Form CRS mean in the cited reference?
Form CRS is a client or customer relationship summary. Advisers and brokers are required to deliver a relationship summary to you when starting a relationship with you or when your account changes (e.g., you rollover an IRA). The relationship summary contains important information about the advisory or brokerage firm. [1]
Form CRS connection map
Select a node to inspect the relationship and source.
Links retain their source-specific meaning. Award-time affiliations and links to related reading are not claims about current appointments or economic causation.
Sources and review dates
Reviewed 23 October 2026. Historical dates and award-time affiliations retain their original context. A review date is not an event date. Background sources are identified separately from official records.