Where can I find Form 13F and Form 13D/G?

The Form 13F and Form 13D/G can be found in Advisor Portal under Compliance Reports.

  1. Log into Advisor Portal
  2. Click Performance & Reports then select Advisor Reports 
  3. Choose Compliance.
  4. Select the advisor account from the Account Selector.
  5. Select the blue Run arrow icon to the right of Compliance
  6. For each report, select the date and the output format (.CSV or MS Excel), and then click Run Report.

Additional Information

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