Changing your Disclosure Description

Updated at July 18th, 2022

There are 2 ways to change the disclosure description:

  1. Change the disclosure description using the Show/Hide Link Numbers

  2. Use the pop-up screen to change the disclosure description 

Using Show/Hide Link Numbers

Click on Show/ Hide Link Numbers.



The disclosure description can be changed by typing over the current description under the Disclosure Description column




Using the pop-up 

When you click on the blue arrow next to the account where the disclosure description must be changed, the pop up for the Linking Screen will appear


 


The disclosure description can be changed by typing over the current description under the Disclosure Description column.








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