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Addition Compliance Guide
Client Portal User Guide
Client Portal User Guide
1. Getting Started
Client Onboarding & Invitation Flow
Account Setup & First Login
Navigating the Client Portal
Understanding Your Dashboard
2. Filing & Reporting
Using the Reporting Calendar
Tracking Current Filings
Using the Annual View
Managing Self-Managed Filing Schedules
Creating a New Filing Schedule
Viewing Filing History
3. Reviews & Approvals
Managing Approval Requests
Approving Documents
Raising & Managing Queries
4. Organization & Access
1. Understanding Investment Managers
2. Understanding Funds
Managing Team Members
Understanding Data Providers
5. Quick Actions
How to Approve a Document Request
How to Request Changes on a Document
How to Track an Upcoming Filing
How to Add a Self-Managed Filing Schedule
How to Assign a Team Member to a Filing
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1. Understanding Investment Managers