Welcome to Inside The Advisor Portal, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.

Tip of the Month

“Generate Report PDF” Option in Online Report Pages

Looking to download your online reports in PDF? You can find the “Generate Report PDF” option in all four tabs of the Reports page including Overview, Performance, Activity, and Holdings.

All screenshots above represent hypothetical client data and names. No actual client information is represented.

The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice.

The services and materials described herein are provided on an “as is” and “as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor’s home office.

Neither Envestnet nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. Federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. SR#1222149

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