Portfolio Browse
Purpose
To provide a list of Portfolio security items that have been established
Access
- Accounts - Edit/View Account Portfolios
from a Client details dialog
- This
button will only be displayed on the Client details dialog if the Account
Control field “Manage Portfolios at Client level” is checked on
- When
accessing this browse from a Client, all Portfolios associated with the
accessed client will be displayed
from an Account details dialog
- The
Account Portfolio Browse will only be presented if the client holds more than 1
portfolio item. Otherwise the Account Portfolio Details dialog will be
displaye
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