Portfolio X-Ray Report Options

1. Click the Cover page drop-down and select Yes or No.

2. Click the Report end date drop-down and select Current Date, Last Month End, Previous Month End, or Last Quarter End.

3. Check the Mask Account Number box if you do not want account numbers displayed on the report.

4. Check the Add disclosure to cover page check box to include disclosures.

5. Check the Add blank 2nd page check box to include a blank second page.

6. Click OK. The Account Overview is generated.