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Changing Header (Intro) and Footer - Dealer
Changing Header (Intro) and Footer - Dealer
Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

Client Statements and Transaction Confirmations are sent with a unique header and footer that you can choose to define.

1. Select the Admin module.


2. Select the Statement Settings tab and click 'Edit Details'.

3. From here, you can choose to define your Statements and Trade Confirmations with whatever verbiage you'd like to include. This information will save as your default settings to use whenever Statements and Trade Confirmations are generated.

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