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Hide Date

This client views dashboard tile setting allows you to show or hide the Data as of: date beneath the chart. This date is the last date the Household was synced with MoneyGuide.

For more information on dashboard tiles, see Client Views - Dashboard Tiles.

For more information about MoneyGuide tiles, see Introduction to the MoneyGuide Integration and Use MoneyGuide Data in Tamarac.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals