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Troubleshooting
Guides on resolving common issues, contacting Support, and troubleshooting workflows.
54 articles
Users & Settings
Troubleshooting user permissions, roles, and system settings.
Log-in Issues
Resetting and Replicating Environments
Adapptr
How to resolve issues specific to the Adapptr API integration.
Adapptr
Adapptr Error Resolution
Uploading & Re-Running Files
Guidance on correcting validation failures and re-running position files.
How to Re-run a Positions File
Impact to Results After Re-running Positions Files
Rerunning Files After the SEC Updates the Official 13F list
Cancelling a Pending Positions File Upload
Positions File Validation
API Upload Fails Validation
InvestmentManager13F Inconsistent Values - Validation Error
Position Limits
Resolve Position Limits (PL) monitoring issues.
Position Limits: Creating Hedge Exemptions
Approaching FIA Tech
Managing Unknown Results in Your Position Limits Dashboard
CommoditySymbols Mismatching with FIA Tech
Filing Manager
Troubleshoot issues related to Filing Manager submissions.
My filing shows status “Error.” What do I need to do?
What is the time zone used in the Filing Manager interface?