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Resource Center User Guide

Overview

The Resource Center provides a centralized location for accessing documents, guides, investment insights, marketing materials, and other content that may be useful to you and your firm. The Resource Center can be accessed by clicking on the Resource Center icon in the left sidebar of the global navigation.

General Resource Center Users

Users have access to all the active documents in the Resource Center features using the following tools to facilitate streamlined content access:

  • Quick Search: Use this tool to quickly search for folders/documents whose name contains specific text:
  • Sorting: You can sort by either the Folder name or Last Modified date for the most recently updated documents:
  • Single or Bulk Download: Clicking on any individual document name allows the user to download it. Selecting the checkbox(es) to the left of any folder/document enables you to download in bulk, which results in zip folders containing the selected content.