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      Adding Smart RIA to Windows Calendar (Similar for Mac)

      Learn how to link your Smart RIA Calendar on your Mac's calendar (Should be similar for Windows)

      Role:  CCO, Compliance Support, Access, Support, Compliance

       

      Step 1: Go to your Compliance tab on the navigation toolbar and select My Calendar.

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      Step 3: Click "Export To Calendar"

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      Step 4: Click the Open Outlook button.
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      Step 5: If prompted, choose Outlook to open Calendar.

       
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      Step 6:  Click Yes
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      Step 7: Ensure the Smart RIA Calendar is checked.

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