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) Carolyn Jones doing business as Financial Records Consultants 4820 Honey Grove Drive, Cane Ridge TN 37013 USA
“Record Retention Online is an invaluable resource to our organization. It is easy to use and beneficial to every department in the bank. There’s no need to have a record retention specialist on staff when you can get answers to your record retention questions within seconds. I would recommend this subscription service to any financial institution.” M. Bearden since 2005
“We’ve been using Record Retention Online (RRO) since 2007 to obtain required retention periods for official records. They are also a valuable resource for state and federal schedules. We find their services to be safe, accurate, reliable, and convenient. RRO is easy to use.” Denise Clawson, Provident Bank
“As the Chief Risk Officer for a $5B commercial bank, I have personally use Record Retention Online (RRO), and we have established RRO as the corporate standard from which managers are to refer to in ascertaining appropriate destruction dates of official records. This solution is easy to use and well referenced. Managing records can be tedious and expensive. Establishing a record retention methodology sooner in your company’s growth trajectory will better clarify what documents you should and should not have available saving you time and money going forward.” PA Banker
"We’ve been using Record Retention Online since 2010. It’s our go-to resource for keeping our documents and files at a manageable level.
The state-level guidance is especially helpful." VP Kevin Krieger, First Keystone Community Bank
"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)