Generating DSC Report

This topic describes how to generate a DSC Report within WealthLink application. The DSC Report lists the DSC details for the Dealer and Representative.

This task starts on the DSC Report screen.

1. Click the DSC Report tab in the left menu panel.

Step Result: The DSC Report is displayed if results are available.
For Dealer login: Enter the Rep code or select the required Rep code from the Search Results to display the DSC Report.

Additional Information: If results are not available, then the message ‘Your request for DSC Report has been submitted. Please check in few minutes to get the report’ is displayed.
If DSC Report is not available for a specific Dealer/Rep, then the message ‘No DSC Report exists for the Dealer-Rep Code’ is displayed.

2. You can print or download the DSC report.

Result:

You have generated the DSC report.