Uploading & Refilling 5300 Data Using Peer Suite

Looking to upload Non-Interest Income data? Check out this guide.

When to Use Peer Suite's Uploader vs. Emailing Analyst Support

The 5300 Uploader in Peer Suite lets you upload your credit union’s 5300 Call Report during FirstLook and refile data if corrections are needed.

Use this guide to decide whether to upload directly or contact the Analyst Support team.

Reminder: Submit your file in XML format for either method.

✅ Use the Uploader Tool in Peer Suite When:

  • Submitting your 5300 Call Report during FirstLook to get an early start on your analysis.
  • Refiling your Call Report during FirstLook to correct data before the public release.
  • Refiling for the most recent quarter.

You data will be updated within 24 business hours.

Learn more about Callahan's exclusive FirstLook data program in this guide.

📧 Email AnalystSupport@Callahan.com When:

  • You need to refile data for older quarters.
  • You have questions about your data or are facing technical issues.
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