I can't see all of my investor reports. Why not?

If you can't see all of your investor reports, go to the Documents section or Documents & Reports section of your account (if an individual user), and use the search boxes to locate the files. Once found, select the pencil icon to edit each record. Be sure that you have assigned it to a company or fund and also selected Investor Report or Financial Statement as the Document Type. It should appear in the Investor Reports and Financial Statements section of the Documents tab accessed from the Company / Fund page for each entity in your portfolio. And, if the file is dated within 90 days, it should also appear on your Dashboard under Recent Reports, unless you've opted to hide overdue notices or snooze overdue notices.


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