Overview
Default groups
Field definitions

- Search for Groups
- Select a Group
- View recent groups

- Change the view mode (If entitled)
- Sort groups
- Refresh the window
- Customize the window

Overview

Manage smaller, related subsets of your accounts so you can handle any associated work flows more efficiently. For example, create a group based on an investment objective, such as growth. Groups are similar to clients in that they are a means of relating accounts to each other. However, they differ in that clients are targeted for individual relationships, whereas groups are targeted for broader analysis. Once you create a group, you can copy, edit, and possibly delete it.

An account or a client can be a member of 1 or more groups. Groups can be multi-custodial, meaning they can contain accounts held at Fidelity as well as accounts held away.

Search for your authorized groups. Different lists of your authorized groups are available. The availability of a list depends on your entitlements and how you chose to customize the Group Search.

• Recent: Groups you have viewed during the current session. This link is disabled if you have not viewed groups during the session.

• All: All groups within your firm to which you are authorized. This list appears only if you customize the window to show All Groups.

• My Groups: All groups created under your user ID. This list appears only if you customize the window to show My Groups.

• Results: Most recent set of search results for the current session. This link appears after you perform a search. When you navigate away and then return, the results of your last search still populate the window.

Default groups

Wealthscape^SM provides pre-established groups for your use. If you customize the window to show All Groups, these groups display first in the list.

You cannot rename, edit, or delete a default group. You can, however, copy a default group. If you do not have access to a default group, it does not display in your list.

Group	Description
All Accounts	All Fidelity brokerage, Fidelity non-brokerage, and non-Fidelity accounts within your firm.
All Fidelity Accounts	All Fidelity brokerage and Fidelity non-brokerage accounts within your firm.
All Fidelity Annuity/Insurance Accounts	If entitled to Fidelity Annuity/Insurance, all deferred or income annuity accounts within your firm.
All Fidelity Brokerage Accounts	All Fidelity Brokerage Services LLC (FBS) brokerage accounts within your firm that are held by Fidelity.
All Fidelity Charitable Gift Accounts	If entitled to Donor-Advised Fund, all CGF accounts within your firm.
All Fidelity 403(B)/401(K) Accounts	If entitled to Fidelity 403(b)/401(k), all Fidelity retirement accounts within your firm.
All New Accounts	Accounts assigned to your firm within the last 7 calendar days.
All NFS Accounts	If authorized to National Financial Services LLC (NFS) accounts, all NFS brokerage accounts within your firm. This entitlement is established by Fidelity.
All Non-Fidelity Accounts	All accounts accessible via a 3rd-party provider such as Advent or Black Diamond. Each 3rd-party provider must be entitled.
All Unassigned Accounts	Accounts not assigned to at least 1 client within your firm.

Search for groups

If you already know the group name, simply enter the name and navigate directly to information for that group.

1. From the sidebar, select the Account Search icon.

2. From the dropdown, select Group Name.

3. Enter 2 or more characters of the name and select Search or press Enter.

   • If an exact match is found, the group-related window you most recently viewed opens. Otherwise, Group Summary opens.
   • If an exact match is not found, go to Select a Group.

Select a group

Select a link in the Group Name column. When you choose a group from the search results, the group-related window you most recently viewed opens. Otherwise, Group Summary opens.

To navigate to a specific group-related window, select an Arrow in the Menu column and choose a menu option.

View recent groups

After you select a group, it is appended to your list of recent groups. This list is saved during the current session and is sorted in the order in which the groups were selected, with the most recently viewed group at the top of the list.

Select Recent.

Change the view mode

If entitled, easily switch from Grid View (default) to List View when you need a more compact view of groups. In List View, there are no column headers; information displays in the following arrangement:

GROUP NAME Description

Group Type Last Modified Date/By

Menu

• When accessed on a mobile phone, the window defaults to List View.
• If you pin the window to the sidebar, it displays in List View.
• Your last selected view mode is retained as a preference the next time you sign in.

To change how the window displays, do 1 of the following:

• In Grid View, select the List icon.
• In List View, select the Grid icon.

Sort groups

By default, the All, My Groups, and Results lists are sorted based on Group Name. However, you can manually sort the lists in either ascending or descending order.

To sort your clients, do 1 of the following:

• In Grid View, select a column header except the Menu.
• In List View, from Sort By, select a sort option.

Refresh the window

When the window is refreshed, the following changes occur:

• The All list is updated with any new groups added since the last refresh.
• The Recent list remains unchanged.
• The search option is reset to your default.
• Search criteria are cleared and, if displayed, the Results list is cleared.
• The As of date/time is updated.

Note: The Refresh icon is available only when the All or My Groups display.

Select the Refresh icon.

Customize the Window

If entitled, select the default search option to display upon opening Account Search, show or hide links to the All and My Groups lists, and choose which list displays by default upon opening the window.

Note: Showing All may take time to load if you have a large number of groups. If you do not need to view All, select No to remove this link from the window.

1. Select the Gear icon.

2. To select the default search option, select General and choose an option, such as Group Name.

3. To indicate the default group list, select Groups, and then select an option:

   • None
   • All Groups
   • My Groups

4. If an option is disabled, you need to enable that option first. To manage the All Groups and My Groups lists, do either of the following:

   Option	Action
   Show the All Groups List	Indicate whether or not to display the All link: Yes: Show the All link. No: Hide the All link.
   Show My Groups List	Indicate whether or not to display the My Groups link: Yes: Show the My Groups link. No: Hide the My Groups link.

5. Select Save & Apply All.

Field definitions

Field	Definition
Group Name	The name assigned to the group, either by the system for a default group or by the user.
Description	The description of the group, if designated when created. Default groups are noted as such.
Group Type	Account-Based Criteria-Based
Last Modified By	The name of the user who last modified the group, in last name, first name format. Note: If a default group, "Fidelity" displays instead.
Modified Date	The date that the group was last modified, in dd-mmm-yyyy format.

774206.4.0