Account Summary (Custom Profile)

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Overview

If entitled, you can use the Account Summary (Custom Profile) window to establish, view, and edit the Owner Information and the Custom Fields information associated with an account to which you have access.

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Viewing Account Summary

  1. Select Accounts.
  2. In the Account # column, select an account and then select Custom Profile. The Account Summary (Custom Profile) window opens.
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Editing Owner Information

  1. In the Owner Information section, select the Edit link. The Edit Custom Profile window opens with focus on the Owner Information tab.
  2. Enter changes to the account information.
  3. Select Save to save the changes. A confirmation message displays.
  4. Select OK.
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Editing Custom Fields

  1. In the Custom Fields section, select the Edit link. The Edit Custom Profile window opens with focus on the Custom Fields tab.
  2. Enter changes to the custom information.
  3. Select Save to save the changes. A confirmation message displays.
  4. Select OK.
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Owner Information Field Definitions

 

Field Definition
Primary Holder The name of the primary account holder.
Day Phone The daytime phone number (and extension, if applicable) for the primary account holder.
Evening Phone The evening phone number (and extension, if applicable) for the primary account holder.
Primary Holder E-Mail The e-mail address for the primary account holder.
Address Type On Edit Custom Profile window
The mailing address type.

Domestic
Foreign
Mailing Address The legal address of the primary account holder, which cannot contain a P.O. Box.
  • If Domestic: City, State, and Zip fields display.
  • If Foreign: City, Province, Country, and Postal Code fields display.
Additional Party The name of a secondary account holder.
Additional Party E-Mail The e-mail address for the secondary account holder.
Custom Short Name The short name of the account.
Investment Objective The overall investment objectives of the primary account holder. These objectives profile risk tolerance. To view available investment objectives, select the magnifying glass icon. The default is None.
Model The model assigned to the account in the Portfolio Modeling & Rebalancing tool. You can only change this assignment in Portfolio Modeling & Rebalancing. (Managing Model Assignments)

<model name>
None No model is assigned to this account.
Invalid Assignment A model conflict exists.
Last Updated The timestamp of the last update to the account profile information and the name of the user who changed the information, if applicable. If the last update was a change to the model name assignment, FBT is appended to the date.
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Custom Fields Field Definitions

The fields that display in this section of the window represent up to 10 custom fields that an administrator has established for your firm. For additional information, go to Importing Account Custom Information.

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