Customize the cover page available on reports within the Fiduciary Focus Toolkit™.
- Click on Application Management (gear icon in top right corner).
- Select Cover Sheet from the options on the left.
Edit Preparer Information:
Load Brand Logo:
When you first login the logo will look like the image below:
Click edit and the next page will pull in.
Once the software accepts your file your edit section should look similar to the image below:
Edit Footer Disclosure: