How to Navigate the Bespoke Institutional Page

So you’ve signed up for the Bespoke Institutional service and are logged into your account — now what?  How do you navigate the large number of reports we publish on a daily basis and get the most out of your subscription so you can stay on top of markets and make better investments?  This page will answer these questions and provide you with a complete guide on how to use the site.

First off, it’s important to note that you can receive every single report we publish by email.  The emails are sent immediately upon publication, so if timeliness is what you need, the emails are the best way to view our reports.  When you signed up, the default setting in your profile set you to receive all of our reports by email.  We recommend keeping this setting over the first month of your membership so you can see everything we produce.  After a few weeks, if you’ve found that there are reports you do not necessarily wish to receive by email, you can click the green “My Profile” button in the top right sidebar of this page.  At the bottom of your “My Profile” page, you can deselect the reports you do not wish to receive by email and select “Update My Record”.

At the top of your “My Profile” page, you’ll see your Membership Type, Status, and Billing Frequency.  You’ll also see the Contact Info that you entered when you signed up for the service.  We urge you to add your phone number to your Contact Info if it’s not already there so we can reach you should we have questions about your billing or membership status.

Getting back to the Bespoke Institutional member area, you’ll notice that the site is built to show our most recent publication at the top of the page.  Reports are shown in chronological order from newest to oldest, and the ten most recent reports are included on the first page of the member area.  To view older reports, please click the “Older Posts” link at the bottom of the page.

There are three other ways to find older reports that we have published.  The first is to use the sidebar on the right to click on the various individual publications that you see.  The second is to navigate through the “Archives” section that is included at the bottom of the right sidebar.  The third is to use the “Search” function in the middle of the right sidebar.  If you’re looking for a specific report and simply cannot find it using any of these three methods, please complete a “Contact Us” form letting us know what you’re looking for.

As you can see in the right sidebar, we have broken up our various publications into these sections: Daily Perspective, Market Perspective, Investment Ideas, For Traders, and Earnings Products.  Please take a look at the publications that are included in each section.  This will help you decide which reports may fit your investment style and research needs best.

Along with the “My Profile” button, you’ll see one other button at the top of the right sidebar.  Please click on the “Refer A Friend” button if you would like to refer our product to any of your contacts.  The page is self explanatory, and should any of the contacts you reach out to sign up, you’ll receive a discount towards your own membership cost!

We mentioned our “Contact Us” form earlier, but we urge you to use it should you ever have any questions or comments about the site.  It’s the quickest and best way to reach us with questions about your membership and the research we publish.

Thank you for becoming a member of the Bespoke community!  We’re truly appreciative of your support and confident that our service will help you to be a more informed and intelligent investor.