Add Custom Disclosure Text to Your Presentations
Click the dropdown icon next to your name in the upper right hand corner of your screen. Select ‘My Account’ and click on the ‘Broker/Dealer Disclosures’ tab, where you can add any disclaimer text your Broker/Dealer requires. This text will appear on your printed client presentations, we you can add a unique disclosure text for each of your applications.
![](https://success.advisorcontrols.com/wp-content/uploads/2021/02/AC-Dashboard-BrokerDisclosure-1024x309.png)