Investment Wizard - Select Filters (Optional)
Select the desired filter options such as report sections, top investments, security types and data options to assist in creating your Schedule D custom report.
-
Selected Sections - Choose the specific sections desired. Use the Collapse All or Expand All options to assist in locating the desired sections. Use the Select All or Clear All buttons to assist in selecting the desired selections.
-
Select Data Options - Use the following options to assist in creating your report.
-
-
Top / Ranked By: View top investments based on selected fields.
-
Security Type: Select either Corporate Bonds,Municipal Bonds, Preferred Stocks or Common Stocks. (This feature is not always applicable)
-
As Filed Options: This option is only available for Stocks. Select either As Filed or Reclassified. As Filed displays each investment as it was filed by the company. Reclassified displays investments that required reclassification based on CUSIP reviewed by A.M. Best.
-
Data Options: Select to Show Details Only, Show Sections Only, or Show Both.
-
-
Return to Investment Report Wizard