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Create and Maintain Households: The Compliance Panel

Contents

Introduction

On the Compliance panel, you can establish basic information about your relationship with clients for compliance reporting. These settings are then used on the Compliance ADV report.

This Help topic discusses only the fields on the Compliance panel, available under the Settings menu when you edit a Household. For more information on editing accounts, including how to navigate to this panel, visit Create a Household or Edit a Household.

For more information on compliance reporting, see: 

• Compliance ADV Report
• Set Up the Compliance ADV Report

Available Settings

The Compliance ADV report uses your account and Household-level compliance settings to generate a series of widgets you can use to help you complete Form ADV reporting.

On the Compliance panel, you can add data the following fields: 

• Domestic
• Client Type
• Relationship Start and End Date