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Dynamic Report Disclosure

Contents

Introduction

To limit your liability, you can add compliance disclosures to reports. These disclosures appear on screen, on printed reports, and in report exports for all Holdings, Transaction, and Performance reports.

For more information about reports, see Learn More About Working With Reports.

Add a Dynamic Report Disclosure

To add a disclosure to your reports, follow these steps:

1. Under the Setup menu, click System Settings.

2. In the Dynamic Report Disclosure section, add your desired disclosure. When you copy text in, all formatting, including HTML tags, will be removed. Add formatting using the available formatting buttons.

   

3. Click Save.