Submitting Reports

The "To Do" section of your dashboard displays all your outstanding tasks.

Click the link to navigate to the task. If you have electronically connected your brokerage accounts in gVue, all of the data from the relevant filing period is displayed.

Any missing transactions or transactions made through a brokerage account that is not linked in gVue can be manually added by clicking on the blue "Add Transaction+" button or can be imported in bulk.

A pop-up will appear when you can then enter all of the details regarding the missing transaction, including symbol, security name, transaction date, value, currency, etc. After all relevant data is entered, click "Add" and the transaction will now show up in the report.

To import transactions, choose "Download Import Template" to download the excel template. Fill in the required details and save. Choose "Import Transactions" from the report and select the template file to upload the entered transactions.

Utilize the "Notes" section to provide additional details regarding the report.

Click "Add File" to attach any support documentation.

Complete the attestation and signature field to submit the report.

After successfully submitting the report, you will be directed back to the dashboard where any remaining tasks display under the "To Do" section.