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Portfolio Analyst Delivery Settings

Use this page to set your preferred delivery mode for default PortfolioAnalyst reports and your saved PortfolioAnalyst reports that have a time period of MTD, YTD, or since inception. Advisor Masters, Money Managers and Broker Masters can set their preferred delivery mode for consolidated default reports and their own saved consolidated reports with YTD and MTD time periods.

Selected reports are delivered as follows:

Who can access the PortfolioAnalyst Delivery Settings page?

You can access this page if you are a(n):

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client User
• Advisor Master User Individual
• Advisor Master User Organization
• Advisor Client User Individual
• Advisor Client User Organization
• Proprietary Trading Group Master User
• Proprietary Trading Group Sub User
• Broker Master User (master account only)
• Broker Fully Disclosed Client User
• Broker Fully Disclosed Client User Organization
• Broker Non-Disclosed Client User
• Investment Manager Master User
• Fund

and you have been granted Reporting access rights.

To configure delivery settings for PortfolioAnalyst

1. Click Reports > Settings > Delivery > PortfolioAnalyst.

The Delivery Settings for PortfolioAnalyst page opens.

2. Select your preferred delivery method and enable delivery for each PortfolioAnalyst report listed on the page.

• Select Email or FTP as the Delivery Method.
• Click the Encryption check box to encrypt your statements.

You must request FTP delivery and Encryption to enable those options. Contact your Sales Representative to make these requests.

• For each report listed, click the check box to enable delivery using the selected delivery mode.

3. Click Submit.