The Section 13 in the Advisor Portal allows the advisor to manage Section 13 Subscription Election, Section 13 Handshake Requests, Section 13 Monitoring Groups, On Demand Reporting and Report Recipients. The Section 13 can be accessed in the Advisor Portal by following these steps:
- Log into Advisor Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Then choose Account Settings
- Find Account Reporting and choose Section 13.
- From Section 13 choose the section you want to manage:
- Subscription Election
- Handshake Requests
- Monitoring Groups
- On Demand Reporting
- Report Recipients
Additional Information
- Section 13 in the Advisor Portal User Guide.
- What is Section 13 monitoring and do you offer it?
- Who can access the Section 13 monitoring?
- Form 13F Reporting by Institutional Investment Managers Knowledge Base article.