A monitoring report will be available 7 business days after each quarter's end and will reflect investment data as of:
- March 31
- June 30
- September 30
- December 31
- Your client must have an active Investment Policy in order to receive a monitoring report.
- The last two monitoring reports will always be available in a preview or client-deliverable format. Reports prior to that will only be accessible if you have produced a client deliverable.
To learn how to create a monitoring report, click here.