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Dynamic Report Disclosure

This setting, available on the Setup menu under System Settings, allows you to add compliance disclosures to dynamic report views. These disclosures appear on screen, on printed dynamic reports, and in CSV exports for all Holdings, Transaction, and Performance dynamic reports.

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Set selected text as bold, italic, underlined, or strikethrough.
Set the justification for selected text—either left, center, right, or full.
Include a bulleted or numbered list in your text.
Indent your text.

Clear formatting from highlighted text. Paragraphs, line breaks, and indents may be retained, but lists and font text formatting will be removed.

For more information about system settings, see System Settings.