Sometimes the monitor being used will not display all the default columns. Perhaps the Latest Date to Submit Confirmation Statement is not showing.

This is because the default presentation of the portfolio screen now includes an extra column: Pending Approvals.

See below:

You can easily create a new setting for your Portfolio to fit your screen which will include the column Latest Date to Submit Confirmation Statement but not Pending Approvals.

1. Click the Account button and then the tab Your portfolio settings on the left of your screen.

2. You will then see the below screen. Click on Add new portfolio settings.

3. Choose a name for the new portfolio setting - in the below example Old Style.

Then remove Pending Approvals column. You do this by clicking the arrow.

Note: The information is not lost it is simply not being displayed for this Portfolio setting.

4. Click Save new settings.

5. This will then take you back to a list of all Your portfolio settings.

There will be:

Inform Direct Default and Old Style.

At the moment the system will still show the Inform Direct Default -this is because there is a Yes against this setting in the column heading: Use for portfolio screen.

6. We need to have the Yes against the Old Style configuration. To do this click on the pencil.

7. This will now show the Yes against the desired Old Style.

8. Now when you look at Your Portfolio you will not see the Pending approval column and you should see the Latest Date to Submit Confirmation Statement back on your screen.