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Account Settings: Category Name Override

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Category Name Override allows you to specify an alternate name for a category within a specific account for group. For example, you could change the name of a category from Equities to Stocks within a specific account if that is the client's preference, while all other accounts will list that category as Equities. This field appears after you add a Category type and Category in the Category Overrides panel and then click Add Category.

The Category Overrides panel lets you rename categories specifically for individual accounts or groups, and changes made on this panel will only show on that account or group's reports.

You can optionally override the default benchmark for the selected category in Benchmark Override.

If you would like this feature enabled, please contact Customer Support at 866.525.8811 and choose option 3.

For more information on creating your firm's security categories, see Security Categories.