Security Reports List

From the Investment Sidebar Menu, click on Reports | Security Information.  This report list comes up after filling in the Security Report Criteria.

Overview

These reports are designed to help you organize security information and to see critical information in the file.

Using This Screen

Just highlight the report you wish to print and click the Report Icon or double click on the report name.

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You can also export the list to Excel using the icon at the bottom of the screen.