To add your compliance statement to your HiddenLevers reports, first, log in to your HiddenLevers account, hover over the menu button and click on Account Settings in the drop-down menu.


A new page titled My Account Settings will open with six tabs below the title - Preferences, Account Info, Billing Info, Branding, Compliance, and Integration. Click on the Compliance tab and it will display the current compliance statement for your account (blank by default):

You can type your compliance statement into the larger text box titled Enter Report Disclosures Here, or you can click on the Select a Broker/Dealer drop-down to choose your compliance body and the correct statement and logo will be automatically selected:

Once you have the right statement click on the blue Submit button to save your selection. Clicking on the red Cancel button will discard any changes.