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Available Settings in Account Templates
Below are the available settings you can establish within the default account template. For more information on creating and editing account templates, see Account Templates. For more information on default account templates, see Configure the Default Account Template.
The following settings are available under the Settings menu.
The following settings are available under the Reporting menu.
The Custom Fields menu allows you to establish settings customized to your firm. These are first set at the global level, then you can fill in the values at the individual account level.
For more information on creating global custom fields, see Custom Fields for Accounts, Groups, Households, and Securities.
The following settings are available under the Advanced menu.
If enabled, the following settings will be available in your account templates:
