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Report Settings: Data Source

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How Select Data Source Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Select Data Source Works

Applies to:
✔ Dynamic PDF

Client Portal

 

This setting lets you choose where the report data comes from. If you have custodial integrations enabled, you can use Advisor View data or choose to use the custodian's data by picking the custodian from the list.

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In Dynamic Reports

To designate what data source the report uses, choose the source from the [Report Type] source list. You will only see custodians with data feeds for your firm.

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In PDF Reports

This setting is available for dynamic reports only.

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Reports With This Setting

Holdings Reports

 

Transaction Reports

 

 

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Related Settings

For more information about custodial integrations, see Learn More About Third-Party Advisor View Integrations.

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