How do I create a report PDF?

You can turn any client report (Impact Assessment, Portfolio Analysis, or Portfolio Proposal report) into a PDF. 

Navigate to any client report in your account on Ethos. You can find all reports under Reports > Reports.

When viewing a report, click the "PDF" button at bottom left. Ethos will open a new window and start to generate your firm-branded PDF. This can take 1-2 minutes, depending on the number of holdings in the portfolio. 

Ethos will notify you when the PDF is ready (you'll see a notification in your account on Ethos).

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