Ensure your clients' and prospects' best interests are top of mind using select FINRA-reviewed YCharts report templates. These template versions of our Portfolio Overview Report and Portfolio Comparison Report present your investment strategy with clean and straightforward visuals; both include the necessary information and disclosures to earn a clean response letter from FINRA.

See below for sample reports and related FINRA correspondence.
If you're already a YCharts user, Click Here to add FINRA-reviewed report templates to your account!