Account Groups allow you to tag and organize accounts based on the criteria that matters most to you. Whether you want to organize your accounts by time horizon, financial goal, or taxable status, Account Groups gives you the power to do so.
Note: Account Groups is a feature within the “All-New Portfolios Experience.” You can learn more here.
In this article:
- How to create, edit, and delete Account Groups
- How to add accounts to an Account Group
- How to view your Account Groups
How to create, edit, and delete Account Groups
To get started with Account Groups, navigate to a client portfolio and select PORTFOLIO SETTINGS.
Here you can see data related to your market assumptions and the Account Group settings. To build a group, select + ADD NEW GROUP, and give it a name.
Note: If you need to edit the name or delete a group, you can do so from this screen by using the pencil and trash can icons.
How to add accounts to an Account Group
Once your groups have been built, it’s simple to add accounts to a group. Simply navigate to the client portfolio and click on the grey “group” icon under the account name. From here, you can add the account to an existing group or add a new group name.
How to view your Account Group
Once your Account Groups have been set up, you can toggle your account view on the current portfolio screen. Navigate to the Active Accounts button and select Account Groups. This will allow you to see just the account within your group of choosing.