To add a custom disclosure to your PDF reports, navigate to the Gear Icon > Account > Profile tab of the Advisor Portal:
The Report Disclosure field will be listed at the bottom of the Profile tab, above the RightCapital Leads URL. There is no character limit, and this field will automatically expand to fit additional text. Advisors with the team sharing feature will have the option to "Use a firm setting" or "Use my own":
Your custom disclosure will be included on the final page(s) of the report, after the 9-point disclosure that is included in every RightCapital report.
