How to Add Custom Disclosures to Your Reports

Are you a fiduciary who needs to include specific disclosures on your reports to stay compliant with regulations and act in your clients' best interests? Or are you simply looking to add your own custom disclosures? Either way, we’ve got you covered.

To add your disclosures, simply log into the system, click on the dropdown menu in the top right corner where your name is, and go to Settings. From there, you’ll find an option to add your disclosures. Anything you add will appear on your generated reports.

If you'd prefer to keep things as they are, there’s also a pre-made disclosure available by default.

Custom Disclosure on Reports

If you have any questions or need assistance, don't hesitate to contact us via email, the "Need Help?💭" blue bubble inside the system, or call us at 949-600-7707. 🙂