Answer the quarterly check-in
For Owners and AdminsOnce a quarter, Home asks under Needs you whether anything has changed. Open Quarterly check-in.
- Nothing changed? Choose Nothing changed. One tap records the quarter.
- Something changed? Under Something changed, answer each question that applies - every company is asked about Your people and What the business does; others only where they fit your trade. Add Notes if it helps, then choose Send to my broker.
Good to know
Past quarters shows each quarter as No changes, Changes sent to your broker or Not answered.
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