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Add a Disclosure to a Report

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

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.