Yes. Advisors and Brokers can configure default and custom report delivery for all client accounts in bulk. To enable reports for client accounts in bulk, navigate to Reports > Client Report Bulk Delivery > Configure (gear icon) > Select the desired quarterly report and associated clients. Once configured, the report will be e-mailed to the primary client email on file.
Can I send PortfolioAnalyst reports directly to my clients?
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How do I get copies of my statement e-mailed to me?
How do I enable Daily Trade Reports delivery via email?
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Can I set up automatic delivery of reports for clients?