Account Overview Options

The Account Overview includes analysis and performance data for the account and lists the portfolio's top five holdings. To generate the Account Overview, do the following:

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

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

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

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

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

6. Click OK. The Account Overview is generated.