Filter Admin

Filter Admin

1. Click the Admin tab at the top of the screen and the Filter Admin menu option.

2. The Filter Admin table is displayed showing the current filters that are applied.

3. Click on Add a Filter to set up a new filter.

4. From the Screen drop-down choose My Trades or My Holdings to set up the filters to manage the date range for the employee attestations.

5.  Or, My Trades filters can be set up for Trade Date From, Trade To, and Security Type.

6. For My Holdings filters can be set up for As-of Date From, As-of Date to, and Security Type.

7. Choose the group the filter applies to.

8. Click on Save to commit your changes to MyComplianceOffice (or Cancel to remove all changes and go back to the Filter Admin table.)

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