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Getting Started
About SES and On-boarding Agencies and Companies.
Company Guide to Getting Started with the State Examination System (SES)
Get oriented with the key steps, resources, and topics companies need to begin using the State Examination System (SES).

Getting Started
About SES and On-boarding Agencies and Companies.
- A Tour of SES
  A video overview of the State Examination System.
- SES Quick Start Guide for Companies
  The State Examination System (SES) is a one-stop-shop for financial services industry supervision that brings an agency’s entire engagement with companies onto a single platform, which in turn brings efficiencies to state supervision.
- Agency Guide to Getting Started with the State Examination System (SES)
  This guide provides information about adopting SES for your agency, onboarding your agency to the system, adoption timelines, SES training options, and SES Consumer Complaints,
- Company Guide to Getting Started with the State Examination System (SES)
  Get oriented with the key steps, resources, and topics companies need to begin using the State Examination System (SES).
  - About the State Examination System (SES)
    State Examination System (SES) was developed by the Conference of State Bank Supervisors (CSBS), the same organization behind the Nationwide Multistate Licensing System & Registry (NMLS). Just as NMLS supports the licensing process of state regulators and their licensed companies, SES is now supporting the Examination and supervision processes.
  - SES Home Page for Company Users
    The home page is the main page and the first page you will see upon logging into SES. The page is dynamic, and the features and commands available depend on user roles and permissions.
  - Company Set Up in SES
    Getting set up with State Examination System (SES) is simple. Prior to the start of an Examination, your company will receive two email notifications to log in and create a profile.
  - Creating an NMLS Account to Establish Your SES Account
    The State Examination System (SES) uses company account information and IDs from the Nationwide Multistate Licensing System & Registry (NMLS). To respond to an Examination or Complaint in SES, your company will need an SES account, which requires your company to have either an NMLS account or a Non-NMLS Entity Entity account.
  - SES Company User Roles
    Any given user in SES will have at least one Account Type User Role. In addition, a user may have a designation that grants them other abilities or limits them.
  - Appendix A: SES URLs, Emails, & Requirements
    State Examination System (SES) technology requirements, task and notification emails, and URLs.
  - Appendix B: Initial Notification Emails
    Refer below for samples of the initial notifications that new company users will receive regarding their account set-up.
  - Appendix C: SES Support Information
    Support phone number, support options, and hours of availability.

Company Guide to Getting Started with the State Examination System (SES)

Get oriented with the key steps, resources, and topics companies need to begin using the State Examination System (SES).

This guide brings together the essential topics companies should review when preparing to use the State Examination System (SES). It is designed to help users understand what to do first, where to go next, and which resources support common examination-related activities.

How to use this guide

Use the related topics linked from this page to learn how to access SES, prepare for examinations, complete required setup, and find additional help when needed.

Need More Help?

Agency users, please visit the Secure Portal for phone and email contacts.
Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.