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Document Tracking

Track importer of record numbers, CBP Form 5106 updates, and ACE account owners in one register

Every company that imports into the United States has an importer identity on file with U.S. Customs and Border Protection (CBP), and someone has to keep it current. Remindax puts each importing entity's IOR number, Form 5106 history, ACE Portal account owner, and update triggers on one register - with owners and Email, SMS, and WhatsApp reminders. Free to start.

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Top-down aerial view of rows of yellow and white cargo units stacked in a paved logistics depot yard
One register for every importer of record, Form 5106 update, and ACE account owner.

A company importing through three subsidiaries has three importer identities to look after: three IOR numbers, three Form 5106 records, and often three different people who set up ACE Portal access years ago.

This page is written for trade compliance, logistics, and finance teams keeping US CBP importer identity records current. Bond terms and renewals are tracked on customs bond tracking, and partner government agency licenses and permits on import license tracking. (General information only - not legal or customs advice. See Sources.)

Importer records - not customs advice

Remindax tracks importing entities, IOR numbers you enter, Form 5106 dates, ACE account owners and users, update triggers, status, and documents you upload. It does not file forms, connect to ACE, contact CBP or your customs broker, or decide what your record needs. Check with your licensed customs broker or CBP.

Section 01

1. What is customs registration tracking?

It is a dated record of every importing entity your company uses, one row per entity: the legal name, the IOR number, when CBP Form 5106 was first filed, when it was last updated, who owns the record internally, who owns the ACE Portal account, and which business changes since then have not been reflected yet.

CBP describes Form 5106, Create/Update Importer Identity, as the form used to create or update an importer identification number, also known as an Importer of Record number. CBP also says an individual or entity must have an IOR number to make entry or request certain CBP services that may result in a bill or refund.

1.1 What sits on each row

Entity

Legal name and IOR number

The entity as CBP knows it, its IOR number type (EIN, SSN, or CBP-assigned), and any division suffix.

Form 5106

Filed and last updated

When the record was created, when it was last updated, and who submitted the update.

ACE

Portal account owner and users

Who controls the ACE Portal account, the backup, and the date access was last reviewed.

Triggers

Changes waiting on an update

Name, address, ownership, or EIN changes, each with the date it happened.

Section 02

2. What does an importer register look like?

One row per importing entity, with the IOR details, the Form 5106 dates, the owners, and the status. The example is illustrative.

Entity IOR type 5106 last updated ACE account owner Open trigger Status
Parent Co. Inc.EIN, suffix 00Mar 4, 2025Trade compliance leadNoneCurrent
Parent Co. - Tools divisionEIN, suffix A1Mar 4, 2025Trade compliance leadNoneCurrent
West Coast Subsidiary LLCEINJun 18, 2021Former logistics managerWarehouse moved Aug 3, 2026Update needed
Acquired Brand Ltd. (foreign)CBP-assignedNot on fileUnknownOwnership change Sep 1, 2026Needs owner

Illustrative register only. Entities, owners, and dates are invented.

Two problems stand out. The subsidiary moved its warehouse two months ago, its record has not been touched in five years, and its ACE account belongs to someone who left. The acquired brand has an ownership change and no known record owner at all.

Section 03

3. Which Form 5106 dates and update triggers should you track?

CBP says it is the responsibility of the trade community to make sure the information on Form 5106 is accurate and complete, and that the information on file should remain accurate and up to date. CBP lists the required information as the name, the EIN, SSN, or CBP-assigned number, the mailing address, the physical location address, a phone number, an email address, and a signed certification.

3.1

Name change

A rename, rebrand, or new legal name. Record the effective date on the entity row.

3.2

Address change

A new mailing address or physical location. CBP says the physical address must be the actual location, not a broker, forwarder, registered agent, or P.O. box.

3.3

Ownership change

An acquisition, merger, or new officers. Record the closing date.

3.4

EIN or contact change

A new EIN, phone number, or email address. CBP says the email and phone must be valid and belong to the IOR.

Remindax records the change date, reminds the record owner, and keeps the row open until the update confirmation is uploaded. What the change means for your record is a question for your licensed customs broker or CBP.

3.1 Is there a renewal date?

The CBP pages checked for this article do not state a fixed renewal period for an IOR number or Form 5106. What CBP does publish is a list of reasons it may void an importer record, including inaccurate data, duplicate records, an EIN or SSN that cannot be verified, and returned mail. In an August 19, 2026 Federal Register notice, CBP said it will void IOR numbers when it finds the information provided is incomplete or inaccurate. CBP's FAQ also refers to inactive importer records that can be reactivated. Set your own review date on each row and confirm status with your customs broker or CBP.

Section 04

4. How do you track ACE Portal account owners and users?

CBP describes the Automated Commercial Environment (ACE) as the centralized system for processing imports and exports, and the ACE Secure Data Portal as the web-based entry point that gives account holders access to their data. CBP also says a company must first set up an ACE Portal account and grant user access before using it.

Field Example Why it matters
Account ownerTrade compliance leadThe person who controls access
Backup ownerFinance controllerSomeone who can act if the owner is away or leaves
Users3 internal, 1 broker contactWho can see the data today
Last access reviewApr 15, 2026Starts the next review reminder

Illustrative fields only. Review cadence is your team's choice, not a CBP rule.

Track who holds access, not passwords; keep credentials in your password manager.

Section 05

5. Which related renewals should be linked to the importer row?

The importer identity is the anchor. Other import and export records with their own clocks can sit as linked rows on the same entity, so a change to the entity shows everything it touches:

Bond

Customs bond

Bond term and renewal dates live on customs bond tracking, linked to the importer row.

PGA

Import licenses and permits

Partner government agency licenses and permits live on import license tracking.

FDA

FDA registrations

Food or device facility registration dates on FDA registration tracking.

Export

Export licenses

Outbound license validity dates on export license tracking.

Section 06

6. Which owner model works for importer records?

Split the work by who hears about changes first, then give one person the full view of every entity:

Records

Trade compliance lead

Owns the register, the broker relationship, and update status.

Changes

Legal or finance

Logs name, ownership, and EIN changes as trigger dates.

Sites

Logistics manager

Logs warehouse and address moves, and reviews ACE users.

6.1 An example escalation ladder

  • ✓Trigger date logged: the record owner is reminded the same day to check whether the importer record needs an update.
  • ✓14 days with no update confirmation uploaded: the trade compliance lead is reminded again and the logistics director is copied.
  • ✓ACE access review due: the account owner is reminded by Email, SMS, or WhatsApp.
  • ✓Account owner leaves: the row turns to needs owner and escalates until a new owner is named.

Offsets are examples your team sets. Logistics teams can keep these rows next to carrier and warehouse dates in logistics tracking, and compliance teams alongside other regulatory dates in compliance tracking software.

Section 07

7. How Remindax tracks importer records

Remindax is date-and-status tracking - not a customs filing system, broker portal, or ACE connection:

1

Every entity on one register

IOR details, Form 5106 dates, owners, and documents, grouped by parent company.

2

Changes as trigger dates

Name, address, ownership, and EIN changes, each with an owner and an open status.

3

Access owners with review dates

ACE account owner, backup, users, and the next access review.

4

Linked import and export rows

Bonds, licenses, and registrations attached to the entity they belong to.

One honest limit

Remindax does not file or check Form 5106, connect to ACE, verify your record with CBP, or tell you whether a change needs an update. It holds the dates, owners, status, and documents you choose to upload, on AWS hosting with encryption. GDPR-ready.

Manufacturers that import parts and materials through several entities can see these rows with plant and supplier dates in manufacturing management software.

Section 08

8. Why spreadsheets fail for importer records

A spreadsheet can list every IOR number. It cannot tell you the warehouse moved and nobody updated the record.

Manual spreadsheet
  • xNo alert when a business change is logged
  • xLast-updated dates go stale for years
  • xACE access stays with former staff
  • xAcquired entities never get a row
  • xNo proof of when an update was made
Automated tracking
  • ✓Reminders the day a trigger is logged
  • ✓Review dates on every entity row
  • ✓Named ACE owners with access reviews
  • ✓Needs-owner status for new entities
  • ✓Update confirmations uploaded to the row
Section 09

9. Key takeaways

  • ✓Track one row per importing entity, including each EIN division suffix, with IOR type, Form 5106 filed and last-updated dates, and a named record owner.
  • ✓Log name, address, ownership, and EIN changes as trigger dates so the record owner is reminded to raise them.
  • ✓Record the ACE Portal account owner, backup, users, and the next access review date.
  • ✓Do not assume a renewal cycle for the IOR record; set your own review date and confirm status with CBP or your customs broker.
  • ✓Remindax tracks dates and status and reminds by Email, SMS, and WhatsApp. It does not file forms, connect to ACE, or give legal or customs advice. Free to start.
Section 10

10. Frequently Asked Questions

It covers the dates and owners behind each importing entity's CBP identity: the importer of record (IOR) number, when CBP Form 5106 was filed and last updated, the ACE Portal account and its account owner and users, and the business changes that should trigger an update. Each entity gets one row, with related records such as the customs bond and import licenses linked to it.

CBP describes Form 5106, Create/Update Importer Identity, as the form used to create or update an importer identification number, also known as an Importer of Record number. CBP says an individual or entity must have an IOR number to make entry or request certain CBP services that may result in a bill or refund.

The CBP pages checked for this article do not state a fixed renewal period for an IOR number or Form 5106. CBP does say it can void importer records, for example for inaccurate data, duplicate records, identifiers that cannot be verified, or returned mail. Confirm the status of your record with CBP or your customs broker, and track the date you last confirmed it.

This page covers the importer identity record and who owns it. Bond terms, amounts, and renewals are tracked on customs bond tracking, and partner government agency licenses and permits on import license tracking. Both can sit as linked rows on the same entity.

No. Remindax tracks dates, owners, status, and documents you upload, and sends reminders. It does not file forms, connect to ACE, or contact CBP or your customs broker, and it does not give legal or customs advice. Data sits on AWS hosting with encryption, and Remindax is GDPR-ready.

Yes - a forever-free plan, no credit card required.

Section 12

Sources & References

Public reference material for US CBP importer identity records - not legal or customs advice. Sources checked October 12, 2026. CBP is revising Form 5106 and its requirements can change, so confirm the current position with CBP or your licensed customs broker. This page does not provide filing instructions.

Keep every importer record current

Track every IOR number, Form 5106 update, and ACE account owner - automatically.

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