Attest My Holdings

Attest My Holdings

1. Select MyCompliance, My Holdings from the navigation menu.

2. The My Holdings page is displayed with a tabular view of the users holdings, defaulting to the period under review.

3. Click on Advanced Search, choose Unattested Only from the Attested Status field to view trades that have not yet been attested, and click Search to view results.

4. To attest a holding, click on the Attest All button.  You will be required to confirm you wish to attest to your holdings data. Click Yes to complete the attestation. The Attested column will display a Yes for that record and the date of attestation is displayed.

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