About the To-Do Module

The To-Do module serves as a home page for the individual user. It identifies all your reporting and updating responsibilities. In addition, it alerts you to action items and deliverables related to your investment and portfolio responsibilities.

The To-Do module helps you track and prioritize your own tasks and to ensure that others are carrying out their responsibilities in connection with your investments.

Related Topics

To-Do Module Overview

Tour of Your To-Do Module

Working with the To-Do Module



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Last Published Thursday, December 10, 2020