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What is an Account
Group?
An Account Group provides you with an easy means of viewing information for a collection of accounts. For example, instead of viewing the individual holdings of each of the accounts in a group, you can view all of the holdings together.
You can find information about creating, modifying, or deleting Account Groups by following the steps outlined in the Grouping Accounts section of the site.
Keep the following guidelines in mind when you create a group:
- Give the group a name that distinguishes it from an individual account (for example, Smith - Group).
- Give each group a unique name.
- Limit the group to 20 individual accounts.
- Create groups using individual accounts,
not other groups.
As soon as you create an Account Group, it displays in your list of accounts, and you can begin using the group to view consolidated information for the accounts in the group.
Not all the information in the site is viewable for the group. If you click on such information, a message displays, informing you that the information is not available for a group.
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