Enter firm disclosure text under Advisor Settings → Advisor → Disclosures. When the field is not empty, Kerdora includes the text on supported PDF report output.
Add or update disclosures
Select your profile menu in the top-right corner.
Select Advisor Settings.
Under Advisor, find Disclosures.
Paste or type the language approved for your firm.
Wait briefly for the field to autosave.
Reload Settings to confirm the text persisted.
Generate a test PDF and review the rendered disclosure.
There is no separate Save button. Settings edits are saved after a short delay.
Where disclosures appear
The current product source includes the Disclosures field on supported printable reports, including Overview and Financials print output. If the field is empty, the disclosure block is omitted.
Do not assume this one field satisfies every disclosure requirement or appears on every screen. Review the exact client deliverable you plan to use.
What should go in the field?
Use the language your compliance process requires for the applicable report. Kerdora provides a free-text field; it does not draft, approve, or validate regulatory language.
For a reliable workflow:
keep the authoritative disclosure language outside Kerdora;
paste only the current approved version;
regenerate a report after any change; and
retain the report according to your firm's recordkeeping process.
Common questions
Why does the disclosure not appear?
Confirm the field is not empty, reload Settings, and generate a new report. A PDF created before the change will not update itself.
Can I use different disclosures for different clients?
The Advisor Settings field is practice-level. If a particular deliverable needs separate language, follow your firm's approved process and review the final output before delivery.
Does Kerdora determine compliant wording?
No. Consult your firm's compliance resources for the required content and usage.