Incomplete Financial Profile

This article details how to identify incomplete sections on your Finance Profile and how to complete them.

Assessment Progress

A financial profile may be marked as incomplete if any of the mandatory questions have not been answered, or if required documents have not been uploaded and/or are out of date.

If your financial profile is incomplete, log into your profile and click on the "Tasks" tab at the top of your page.  The drop-down will display how much remains to complete for your Finance section.

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Clicking on the incomplete section will take you to that specific page so you may complete the remaining field(s).

 

 

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