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Report Settings: Include Intra-Group Flows

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How Include Intra-Group Flows Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Include Intra-Group Flows Works

Applies to:
✔ Dynamic ✔ PDF

✔ Client Portal

 

This setting allows you to include or exclude intra-group flows.

Depending on your firm's settings, you may control intra-group flows manually or they may be matched automatically. See Intra-Group Flows for more information.

This setting helps clear account activity that might be extraneous by letting you view only new investments and money withdrawn, not assets transferred between accounts within a group.

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In Dynamic Reports

For example, if a contribution was made from a client's taxable account into their Roth IRA, you would see the following on the transactions report:

 

In this example, the Include intra-group flows option would behave in the following manner.

Setting Report Output
Include intra-group flows cleared
Include intra-group flows selected

 

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In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports.

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Reports With This Setting

Performance Reports

Transaction Reports

Financial Planning Reports

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Related Settings

For details on intra-group flows, see Intra-Group Flows.

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