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Can I amend my report?

Amending reports is possible until they are shared

A
Written by Armalytix Support

Up until the point where you share your report, you can amend it at any point. From the report sharing screen, hit "Add bank or change accounts" and you'll be taken back to the bank accounts screen - from there you can go back to the Fact Find questionnaire, amend the banks you've connected, upload additional manual balances, or go forward to the Source of Funds questionnaire to amend those answers:

However, once a report is shared it is locked and can't be amended. If your circumstances have changed and you need to produce a different report then you can ask the company that sent you the original request to send you another one.

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