Account Name

Account No.

Account Note

Account Set

Account Type

Accounts Not Traded

Accounts Traded

Action

Add Matching Order

Adjusted Dollars Traded

Adjusted Shares Traded

Allocated By

Allocation Preference

Allocation Status

Alternate Security Set

Applied Directed Trade

Applied to Holdings

Approval Level

Approved By

Approved Time

Archived Accounts

Asset Location Preference

Assets Under Management (AUM)

Average Price