Report Packager Page: Custom Advisor Letter

Custom Advisor Letter is a Report Packager Page that displays a selected PDF at the end of the report. Whichever letter set is used for all existing Report Packages that include this Page.

Caution: The contents of the Custom Advisor Letter appears in all Report Packages that have the Custom Advisor Letter selected as a Page. If eporting for a new period, the existing Custom Advisor Letter may need to be replaced before generating new reports.

To add/change the Custom Advisor Letter, see Report Package Branding.