Select the Trusts you want to include. You can search by Ticker, CUSIP, or specific keywords to find your desired Trusts. Click add to select the Trust.
Provide the allocation information for your selected Trusts. You can check the Allocation by Dollar box to specify your allocation by dollars.
Total of Trust allocation must equal 100%
Enter the contact information below, and click next to confirm your information and generate your report.
Verify the information below is correct, and click Generate Report to create a PDF that can be downloaded and presented to Clients.
