Skip to main content

Due Date Set Up

The due date setup feature in My Portfolio helps you organize and track important deadlines. The feature identifies missing due dates and reminds you to fill them out, to ensure everything is paid on time.

S
Written by Sara Fandel
Updated over 3 months ago

How to Use Due Date Set Up

  1. Click on the ‘Manage’ tab and select ‘My Portfolio’ under Data Management.

2.Click on the white ‘Due Dates Set Up’ button on the top right.

3. A popup titled ‘Data Completion!’ will appear, click the blue ‘Continue’ button.

4. Each individual due date that you are missing will pop up one at a time.

  • Either enter the due date and click the blue ‘Update’ button or click the white ‘Ignore’ button.

Did this answer your question?