Back Home > Advisor Rebalancing > Accounts > Detailed Account Settings > Account Configuration > Account ID Field
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Home > Advisor Rebalancing > Accounts > Detailed Account Settings > Account Configuration > Account ID Field
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Account ID Field
This read-only setting shows you the account number assigned to the account. Typically, this is the internal account ID provided by the custodian. You cannot change an existing Account ID in Advisor Rebalancing through the Account Settings page.
Fore more information on changing an existing Account ID, contact your custodian. For more information on creating new accounts through upload, including specifying an Account ID for that new account, see Create and Delete Accounts.
