Company Information

Add or Change a Logo on Your Fund Factsheet

You can display your company logo on fund factsheets or use a different logo for a specific program.

Choose the logo you want to display

Company logo
Use this option if you want the same logo to appear across all programs.

Program-specific logo
Use this option if you want to display a different logo for a particular program.

Note: Program-specific logos may need to be enabled for your account and are available on eligible plans.

Add or change your company logo

  1. Open Company Profile.
  2. Go to Company Logo.
  3. Upload your logo.
  4. Make sure the option to display the logo on factsheets is enabled.
  5. Click Save.

Your company logo will be used on factsheets that are configured to display the company logo.

Add a program-specific logo

Use a program-specific logo when a particular fund or program should display a different brand or logo from your company logo.

  1. Open the relevant program.
  2. Open Other Program Terms / More Information.
  3. Find the Program Logo section.
  4. Upload the logo you want to use.
  5. Enable the option to display the program logo.
  6. Save your changes.

The program-specific logo will be displayed instead of the company logo where the factsheet template is configured to use it.

Logo appears too large or too small

The visible size of a logo can also depend on the amount of empty space around the logo inside the image file.

For best results:

  • Crop unnecessary whitespace around the logo before uploading it.
  • Use a high-quality image with a transparent background where appropriate.
  • If you use a custom factsheet template, the displayed logo dimensions can be adjusted in the template configuration.