Who Owns the Data?

We believe that you should have full access to your data, from your contacts stored in the contact manager to all of the documents submitted through the Account Wizard and stored in the client binders. Here are some options for getting your data.

1. You may request a copy of your data. Contact the tech help desk to submit this request.
2. You have the ability at any time to export your data from the system. There are two self-serve tools available. .
   1. Global Search > Global Rep File Export
      
   2. Contact Manager > Export Data