Select firm information

You can choose to display or omit firm and contact information on the client handouts to make them unique to your company. When enabled, this information can be seen on each client handout near the top of page 1 and at the bottom of page 2.

Note: The client handout settings are unique to each individual login for Advisory.

  1. Select Setup, then Set preferences.
  2. Select Client Handouts.
  3. To remove the entire section, slide the toggle to the off position.
  4. To remove unwanted items within a section, clear the checkmark next to it.
  5. Click Save.

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