Step 1: Select Your Trusts

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.

Selected Trusts:

Please select atleast one Trust

Step 2: Specify Allocation

Provide the allocation information for your selected Trusts. You can check the Allocation by Dollar box to specify your allocation
by dollars.

Selected Trusts:

Total of Trust allocation must equal 100%

Total:

%
Total of Trust allocation must equal 100%
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Step 3: Enter Contact Information

Enter the contact information below, and click next to confirm your information and generate your report.

Step 4: Verify Information & Generate Report

Verify the information below is correct, and click Generate Report to create a PDF that can be downloaded and presented to Clients.

Edit
Please Enter Amount

Selected Trusts:

Total of Trust allocation must equal 100%

Total:

% % % $
Total of Trust allocation must equal 100%
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