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Using Account Sets
Account sets are groups of accounts you create an name for any reason. Unlike saved searches, account sets don't have to have common characteristics, though you can easily use saved searches to create account sets.
Once you create an account set, you can use it to filter results on a page, apply a directed trade, and more.
A small investment company has two advisors, John and Elizabeth. When viewing accounts on the Accounts page, John would like to see only those accounts for which he is the advisor.
To do this, he creates an account set where he adds all accounts for which he is advisor. Then, when viewing the Accounts page, Trade Review page, or many other pages that allow filtering by account set, he can choose the account set and only see his accounts.
To create an account set, follow these steps:
Visit one of the following pages:
Rebalance
Rebalance Review
Trade List
Accounts
Rebalancing Groups
Click the Toggle account set builder button that appears to the right of the alphabet bar.
Select the check boxes next to the accounts you want to add to the account set, and drag the accounts into the Drag accounts to the box below to create an account set box.
You can filter your accounts by saved search to help you find the accounts you want to add.
Click Save Account Set.
Choose Create New in the Select Account Set list.
Type the name of your account set in Account Set Name.
Select Save for today only to make this a temporary account set. It will be one tomorrow.
Select Share account set to make this account shared. Keep in mind that this account set will be viewable by everyone in your firm and you will be the only person who is able to edit and delete this account set.
Click Save.
You can change account sets in the following ways.
To make changes to an existing account set, follow these steps:
On the Accounts menu, click Account Sets.
In the Select an Account Set list, choose the account set that you want to modify.
Make any needed changes to your account set:
To add accounts to the account set, follow these steps:
Click Add Accounts to Account Set.
On the Select Accounts to Add dialog, select the check boxes next to the accounts you want to add.
Click Add Selected Accounts.
When finished adding accounts, click Close.
To remove accounts from the account set, follow these steps:
Select the check boxes next to the accounts you want to remove.
Click Remove Selected Accounts.
To rename an existing account set, follow these steps:
On the Accounts menu, click Account Sets.
In the Select an Account Set list, click the account set that you want to rename.
Click Rename.
In the Rename Account Set dialog box, type a new name for the account set.
Click OK.
You can use existing account sets to create new account sets.
John, an advisor in your firm, is retiring. Another advisor, Lisa, is taking over some of his existing clients, as well as adding some of her own, and you want an account set that accurately reflects Lisa's clients.
Using the Advisor John account set, you use the Save as New option to copy that account set. You then give it a new name, Advisor Lisa. You can then make changes to Advisor Lisa to add and remove clients as needed.
To create a new account set that's based on an existing account set, follow these steps:
On the Accounts menu, click Account Sets.
In the Select an Account Set list, click the account set that you want to base the new account set on.
Click Save as New.
Type the name of your account set in Save As New Account Set.
Click OK.
Make any needed changes to your account set:
To add accounts to the account set, follow these steps:
Click Add Accounts to Account Set.
On the Select Accounts to Add dialog, select the check boxes next to the accounts you want to add.
Click Add Selected Accounts.
When finished adding accounts, click Close.
To remove accounts from the account set, follow these steps:
Select the check boxes next to the accounts you want to remove.
Click Remove Selected Accounts.
To delete an account set, follow these steps:
On the Accounts menu, click Account Sets.
In the Select an Account Set list, click the account set that you want to delete.
Click Delete.
On the confirmation dialog, click OK.
For those of you who also use Advisor View, you have likely created account sets that you use to group your accounts in Advisor View. These account sets will be synced from Advisor View to Advisor Rebalancing.
With this feature, you use an account set created in Advisor View in any location where you can filter by account set in Advisor Rebalancing. If you use Advisor View, this feature is enabled for you automatically.
