With Customized Flags, you can customize your ADV alerts to show the information within the ADV for what is most important to you. A flag can be made for most questions on the Form ADV. Begin customizing your ADV experience today by following the steps below:
1. Navigate to "Data Hub" > "Manage Flags."
2. Click on "+New Flag" to add a threshold
3. Select the Type of threshold (Change/Absolute)
4. Select a Question from the dropdown menu. The question will be part of the ADV filing
5. Select a Condition for which you would like to receive an alert
See the video below for additional information.