Add regulatory disclosures to Kerdora so they print at the bottom of the reports you hand to clients. Open Settings from the profile menu in the sidebar, find the Advisor section, and enter your text in the Disclosures field. Save, and Kerdora appends that text to every PDF report you generate going forward.
Where to find it
Click your profile menu in the sidebar.
Go to Settings.
Under the Advisor section, scroll to the Disclosures field.
Paste or type your disclosure text.
Click save.
The Advisor section is also where you set your name, firm name, and calendar link. Anything you put here shows up on PDF reports your clients see.
What belongs in this field
The Disclosures field is free-form text. It's meant for required regulatory language, things like:
Your ADV disclosure
Fee disclosure language
Fiduciary statements
Any required notices your compliance setup calls for
There's no character limit enforced in the field, but keep in mind it prints inline at the bottom of the report, so tighter copy reads better.
Where it shows up
Disclosures print on PDF reports generated from Kerdora, specifically the Overview PDF you print or share with clients. At the bottom of the report, below the plan content, you'll see a line that reads Disclosure: followed by your text in italics.
If the Disclosures field is empty, nothing prints. The section only appears when you've added text.
Disclosures don't currently show up inside the app itself, only on the printed/PDF output.
Tips
Keep it current. Review the field whenever your ADV is updated or your compliance policies change. Outdated disclosures on a client report is the kind of thing that gets flagged in an audit.
Write in plain English. Your clients actually read these. If it sounds like it was copied from a legal template, rewrite it so a normal person can follow it.
Coordinate with compliance. If you have a CCO or outside compliance consultant, run your disclosure text by them before saving. It's easier to get it right once than to chase down old PDFs later.
Review it on a real report. After you save, generate a PDF for a test client so you can see exactly how the disclosure renders at the bottom of the page.