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Dashboard Benchmark

You can create multiple benchmarks for each account. This report setting allows you show an account benchmark on the Account Performance report Advisor dashboard, and to set which benchmark the report displays.

To see this setting, select Include benchmarks.

To assign benchmarks to an account, see The Benchmarks and Target Allocation Panel. To control what account benchmarks are called, see Account Benchmark Display.

This setting applies to the Account Performance report. For more information on the Advisor Dashboard, see Introduction to the Advisor View Dashboard.

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