Overview

- Set Short Name Display

Overview

Establish your preference for including naming information when viewing accounts, clients, and groups. Your preference displays as additional columns in the various data grids. Use these columns as criteria when managing this information.

Set Short Name Display

1. At the top of the window on the right, select User Options > Short Name Display.

2. Choose one or both options as columns to display in the accounts, clients, and groups grids:

   Custom Short Name
   The user-defined short name assigned to the account.
   FBSI Short Name
   The short name assigned to the account on Fidelity's brokerage system.

3. Select Save & Apply.

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