To search data in the SS&C Secure Distributor Portal please follow these steps:

  1. Select the Search tab
  2. Select the report type 
  3. The Date range default will change depending on the type of report, click the date field if the default does not cover the correct period
  4. Click Search

If required you are able to Search the data within the report to do this

  1. enter the data at the top of the relevant column
  2. Click Search

        NB. You are able to complete the search a number of time to filter to relevant data