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Position Summary Reports (PSRs)

Where can customers get a copy of their PSRs?

Customers can access their Position Summary Reports (PSRs) directly within Market Lens.

To locate PSRs:

  1. Log in to the application.
  2. Navigate to the Files section.
  3. View or download the available PSR documents.

Reports are stored securely within the platform, providing customers with a central location for accessing important portfolio information.