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Parent Account Field
Parent Account shows the ID for that account's parent account, if any. If the account you're viewing is a percentage ownership account, this read-only field shows the unique Account ID for the account's parent account. If the account you're viewing is not a percentage ownership account, you'll see N/A in the Parent Account field.
Percentage ownership accounts are accounts created only in Advisor View and allow you to create accounts belonging to a parent account and represent a percentage of that account. Percentage ownership accounts in Advisor Rebalancing are automatically given the Account on Hold restriction.
For more information on viewing and using percentage ownership accounts in Advisor Rebalancing, see Percentage Ownership Accounts in Advisor Rebalancing.
