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How do I group accounts by account type into segregated portfolios for online viewing?

April 26, 2017account accounts group online portfolios SEGREGATED type viewing

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How do I group accounts by account type into segregated portfolios for online viewing?

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From the My Access dropdown menu, select User Settings, choose Account Group and then Creation. Pick a name that will easily identify your account group. Select the accounts you want visible in the account creation and select Create. Also, from any Portfolio screen, you can select the Create Group option from the Account Selection dropdown menu, and follow the instructions provided.