If you are not able to use Internet Explorer 10 because of software or hardware limitations (IE10 requires Windows 7 Service Pack 1 or higher in order to install), feel free to consider other browsers; the most recommended are:
For a PDF upload, if you are using Google Chrome as your browser, ensure the PDF viewer or adobe reader plug-ins are ‘always allowed.’ Otherwise, you may not be able to view the document.
The WealthPeer recommended PDF extension for Google Chrome: (Click image to download)
To customize the look of your reports and periodic statements, we require a copy of the <COMPANY NAME> logo. The file requirements are:
In order to have Ndex fully functional on a smartphone or tablet, the application needs to be opened with Google Chrome as its browser. Generating PDF reports will only work in Chrome.
Note: You may download Chrome from the app store for free.