Welcome to Financial Records Consultants' Record Retention Online

This is the most up-to-date record retention service available. With our service you can: search a database of more than 4,100 records (in the federal schedule) to answer your record retention questions; browse through the statutes, forms, and procedures available in the Procedures and Laws section; and ask questions and get answers in the subscribers-only forum.
The web-based retention schedule is derived from our industry proven "Guide to Bank Record Retention", but since it's online, you never need to wonder if it's up-to-date. We've taken care of that!

If you have outsourced boxes, or boxes in storage, we can save you money! See our Product Info page through the link on the left.

To check your state's availability, click below on Availability Map or click on the map.

See the video below to learn how RRO works.


Copywrite (c) Financial Records Consultants doing business as Record Retention Online 4820 Honey Grove Drive, Cane Ridge TN 37013 USA

"As a subscriber to Record Retention Online for at least 10 years, I have been completely satisfied with the complete and accurate information provided. The service has been extremely valuable to our organization. Ed Lampman, Exec. VP, CommunityBank of Texas, NA

"I have been a subscriber of Record Retention Online for many years (with many financial institutions). This system is the easiest way to keep up with retention schedules both Federal and State. I can not imagine ever going back to paper copies of retention schedules that require constant updating. This system is such a valuable resource at a reasonable price."
- Jo-Ann Copeland (current bank 2013)

"The online record retention service is so easy to use for anyone in the bank. The electronic format allows any computer to look up the information and ensures that we are not keeping documents any longer than necessary. This service saves the bank a lot of time by offering a central resource point."       
- Jill Breitrick - since 2011

Federal and State Schedules Updated Regularly

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