This setting allows you to filter billing groups by either just one specific custodian or by all custodians. The list contains all custodians assigned to accounts in your firm.
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To filter billing groups to see accounts with a specific custodian assigned, choose that custodian from the list.
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To see all billing groups regardless of custodian assignment, choose <All values> from the list.
| Setting | Report Output |
|---|---|
| Custodian set to one specific custodian |
In this example, the custodian is set to Charles Schwab. Only billing groups with Charles Schwab set are displayed. |
| Custodian set to <All values> |
All billing groups are displayed regardless of custodian. |
This setting applies to:
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Report Views in Billing Groups
