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Home > Advisor View > Accounts, Groups & Households > Accounts > Creating and Maintaining Accounts > Maintaining Accounts The Category Overrides Page
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Maintaining Accounts: The Category Overrides Page
The Category Overrides page allows you to rename any category or benchmark for any individual account or reporting group. Your changes will be shown only on that account or reporting group's reports. For example, Client A may want their reports to display ‘Equity,’ and Client B may want their reports to display ‘Stocks’ for the same category.
If you would like this feature enabled, please contact Customer Support at 866.525.8811 and choose option 3.
Choose the category type for the category you want to rename.
Choose the category you want to rename.
Type the name you want reports to show for this category.
Select a benchmark override for this category, or leave the default.
