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Does this count include a cancel/rebill in which the base account number remained the same, and the transaction was canceled for account type only (canceling from cash to margin account)?

April 26, 2017account base cancel rebill remained transaction

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Does this count include a cancel/rebill in which the base account number remained the same, and the transaction was canceled for account type only (canceling from cash to margin account)?

1 Answer

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10 Posted

No. The count should include unrelated account number changes only. Accounts are considered to be related if they are sub-accounts. Cancellations which are rebilled among sub-accounts of the same main account should not be included.