Page 9 - online quick start guide

Request Report YOU ARE HERE
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The ‘Request Report’ feature allows you to format the account information that you fil-
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tered from the ‘Filter Selection Criteria’ and send it to another location. You can choose to
fax or e-mail the report to whomever you would like. It is a great way to share account
information with your spouse, children, financial advisor, or accountant with just the click
of your mouse. And, you can submit the request for a report anytime, 24 hours a day, 7
days a week. Most reports will be processed on the next business day.
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1 To use the ‘Request Report’ feature, first go to the ‘Account Detail’ screen and com-
plete the ‘Filter Selection Criteria’, then click ‘Apply Filter’. Your filtered information 2
should then update on the screen.

2 Once you have clicked on the ‘Apply Filter’ button from the ‘Filter Selection Criteria’
screen, then click on ‘Request Report’ from the top side navigation. The ‘Request
Report’ screen can then be viewed. Whatever account you were filtering will be listed
here. Simply click the method of distribution for your report, then click ‘Proceed’.

Helpful Hints
You can choose the default fax and e-mail address that automatically appears on this screen. Or, to update the fax or
e-mail, click on ‘User Info’ from the main top navigation, click on ‘Change Fax/E-Mail Address’. Or, if you prefer, you can
enter a unique fax and e-mail address each time a report is sent.
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