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How can I download a client's financial statements or Elements reports from the web portal?

Abby Morton
Abby Morton
  • Updated December 19, 2023 02:16

https://scribehow.com/shared/How_to_download_clients_financial_statements_in_Elements__cj1NZgxZTxeLTBa4FaPqtw

 

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  • Understanding Advisor Insights
  • How can I download a client's financial statements or Elements reports from the web portal?
  • What does "x% of balances are decayed" mean?
  • How do I remove an asset/debt and not lose the balance history?