--- title: How to complete quarterly and annual attestations description: Attestations, Compliance --- [Skip to content](https://help.rossbyfinancial.com/knowledge-base/how-to-complete-quarterly-and-annual-attestations#main-content) English - United States Show submenu for translations ![Copy of rossby-logo-horizontal-lockup-black](https://help.rossbyfinancial.com/hs-fs/hubfs/Copy%20of%20rossby-logo-horizontal-lockup-black.png?width=350&height=94&name=Copy%20of%20rossby-logo-horizontal-lockup-black.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English - United States Show submenu for translations - [Contact us](mailto:service@rossbyfinancial.com) [Contact us](mailto:service@rossbyfinancial.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Rossby Knowledge](https://help.rossbyfinancial.com/knowledge-base?hsLang=en-us) 2. [Compliance Review](https://help.rossbyfinancial.com/knowledge-base/compliance-review?hsLang=en-us) October 1, 2026 # How to complete quarterly and annual attestations ### Objective This SOP explains how to locate, complete, sign, and submit required attestations in Port-All. It also covers how to correct and resubmit an attestation if it is returned by Compliance for revision. ### Key Steps   **1. Access the required attestation in Port-All** [0:00](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=0) ![](https://loom.com/i/f8711995a4f647bd8b8ebc3f7e66a47a?workflows_screenshot=true) - Log in to **Port-All**. - Review the dashboard for items needing attention, including required attestations. - Open the attestation either: - from the dashboard, or - from the **Attestations** menu on the left-hand side.   **2. Open the attestation and review the requirement** [0:26](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=26) ![](https://loom.com/i/9e1beed82b7f4f7d827150ab5cd6c566?workflows_screenshot=true) - Click the attestation you need to complete and sign. - Review the list of required attestations shown on the page. - Identify the correct attestation type, such as: - **Quarterly Personal Holdings** - **Quarterly Political Contributions**   **3. Complete the Personal Holdings attestation** [0:48](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=48) ![](https://loom.com/i/e93d29f2a2b144c981de8fad55056932?workflows_screenshot=true) - Click **Complete and Sign** for the personal holdings attestation. - Read the instructions shown on the screen before selecting an option. - Choose the appropriate response: - **No changes to report**, or - **Your account is linked to your profile**. - If you have no changes or your account is linked, select the option indicated in the instructions and upload a copy of your statement. - If you have changes and your accounts are not connected to your profile, select the appropriate option and upload the required statement. - If prompted, use **Choose File** to attach the statement directly in the attestation.   **4. Certify and submit the Personal Holdings attestation** [1:33](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=93) ![](https://loom.com/i/949b4ee1162644c0b9e7c043aaff2121?workflows_screenshot=true) - Check the box confirming that you have read the attestation and agree the information is true and complete. - Enter your **legal name**. - Confirm your **password**. - Click **Sign and Submit** to send the attestation for review.   **5. Complete the Political Contributions attestation** [1:51](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=111) ![](https://loom.com/i/8799e4f77c874dda9a1c66242aeeb868?workflows_screenshot=true) - Click **Complete and Sign** for the quarterly political contributions attestation. - Read the instructions at the top of the page. - If you made a political contribution during the quarter, enter the contribution details in the description field. - If no contributions were made, enter **No reportable activity** or **None** in the description field.   **6. Certify and submit the Political Contributions attestation** [2:07](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=127) ![](https://loom.com/i/0726dc5ab4a5478a9d62b7f7f0366dbd?workflows_screenshot=true) - Scroll to the certification section. - Select the checkbox confirming you have read the attestation. - Type your **legal name**. - Confirm your **password**. - Click **Sign and Submit** to complete the attestation.   **7. Confirm submitted attestations are in review** [2:21](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=141) ![](https://loom.com/i/d8bc87f422134e50bd10690637726f04?workflows_screenshot=true) - After submission, go to **My Attestations** or the **Attestations** menu. - Verify the attestation status shows **Submitted** and **Awaiting Review**. - Use this page to track the status of all submitted attestations.   **8. Correct and resubmit a returned attestation** [2:33](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=153) ![](https://loom.com/i/d2dfd718b4dd43878f49a62cc09a6b02?workflows_screenshot=true) - If Compliance returns an attestation for correction, check: - your dashboard for a return notification, - your email for instructions, and - the attestation page for the reason it was returned. - Review the correction request carefully, such as a request for a different statement period. - Click **Fix and Resign**. - Update the attestation by uploading the correct file or making the required changes. - Resign and resubmit the attestation.   **9. Use Port-All for future quarterly and annual attestations** [3:16](https://loom.com/share/0bde01bdf09449f28dab442593f759fc?t=196) ![](https://loom.com/i/9234480f54d440bcbf84d3a895186f1e?workflows_screenshot=true) - Repeat this process for all future quarterly and annual review attestations. - Use Port-All as the standard location for completing, signing, submitting, and correcting attestations. ### Cautionary Notes - Always read the instructions at the top of each attestation before selecting an option. - Make sure the uploaded statement matches the required reporting period. - Do not submit until you have entered the correct legal name and password. - If Compliance returns an attestation, correct only the items requested before resigning. - Ensure all information is true, complete, and accurate before signing. ### Tips for Efficiency - Start from the dashboard to quickly identify items requiring action. - Use the **Attestations** menu if the dashboard is crowded or you want a direct path. - Keep your supporting statement file ready before opening the attestation. - Save time by confirming whether you have reportable activity before beginning the form. - Check your email and Portal notifications regularly so returned attestations are corrected promptly. ### Link to Loom [https://loom.com/share/0bde01bdf09449f28dab442593f759fc](https://loom.com/share/0bde01bdf09449f28dab442593f759fc) - [Getting started](https://help.rossbyfinancial.com/knowledge-base/getting-started?hsLang=en-us) - [Compliance Review](https://help.rossbyfinancial.com/knowledge-base/compliance-review?hsLang=en-us) - [Port-All Release Notes](https://help.rossbyfinancial.com/knowledge-base/port-all-release-notes?hsLang=en-us) - [Fee Billing](https://help.rossbyfinancial.com/knowledge-base/fee-billing?hsLang=en-us#main-content) - [Advyzon](https://help.rossbyfinancial.com/knowledge-base/fee-billing?hsLang=en-us#advyzon) - [Black Diamond](https://help.rossbyfinancial.com/knowledge-base/fee-billing?hsLang=en-us#black-diamond) - [Custodian FAQs Support](https://help.rossbyfinancial.com/knowledge-base/custodian-faqs-support?hsLang=en-us#main-content) - [Schwab Operations](https://help.rossbyfinancial.com/knowledge-base/custodian-faqs-support?hsLang=en-us#schwab-operations) - Home - Products - Pricing - Blog - Company [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, ROSSBY FINANCIAL, LLC