Reports Delivery
Instructions
The Reports Delivery section in PortfolioAnalyst lets you set a preferred delivery method (Email or sFTP) for configured PortfolioAnalyst reports. You may also encrypt the reports for delivery (by request only).
To navigate here, click the Reports tab across the top of the PortfolioAnalyst screen.
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If you manage or maintain multiple accounts, you can also select accounts and additional report-generation options.
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You can configure these reports to be delivered via email or sFTP (by request only) and encrypt them for delivery (again, by request only).
