On November 1st Broadridge will be modifying the retention time on the reports available within My View Portal. These reports include, but are not limited to, Rep Commission Statements, Trail Detail, and Sales Blotters. We will be shifting to a three-year retention, removing the history of these reports beyond that time period, which will free up space within the system and help alleviate latency issues that come along with increased storage amounts.
We are communicating in advance of this change so that you may download any historical reports you’d like to save for your records.
If you have any questions on this retention update, please reach out to ESI Commissions at 800-344-7437.
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