1. Once you are logged in, click on the “VIP/Reports” button.
2. A pop-up will open. Click on the “Reports” button.
3. Select the type of Report you would like to download.
4. Click the “Download” button to download your report in Excel format.
1. From the “Companies” tab of your online portal, click on the “Control Panel” icon.
2. Click on the red “minus” icon next to the entity name. The entity will be removed from your list.
1. From the “Companies” tab of your online portal, click on the “Control Panel” icon.
2. Click on the the “Full List” link to see a full list of the entities associated with your firm.
3. A pop up window will appear. Use the Add/Remove checkbox to toggle the entities that appear in your portal.
If you do not see the entities you are looking for, please call us so we can assist you.
