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Viewing Access Exceptions Charts

End users can view access exceptions by employee or investor. They can also view a chart showing access exceptions by type (list or literature).

To view access exceptions by type

  1. Navigate to the Access Exceptions screen.
  2. Click the appropriate view tab:
    • Access Exceptions By Employee
    • Access Exception by Investor
    • Access Exception by Type

      The Access Exceptions view appears with a chart showing access exceptions broken down by employee, investor, and type.

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