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Definition: Intra-Group Flow

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This column indicates whether a transaction is an intra-group flow, allowing you to identify the status of particular transactions.

This option is available on the Capital Flows dynamic report if you have the Intra-Group functionality enabled. You can request this feature by contacting your Tamarac service team.

An intra-group flow is recognized if the total group outflows match total group inflows for withdrawals and contributions.

Advisor View will not match transaction by transaction for contributions. For flows—deposits, withdrawals, receipts, and transfers—the symbol, amount, and date must match to be considered as an intra-group transaction.

For example, if Dennis Robert deposits and then withdraws $50 on the same day or if he transfers 10 shares of IBM and receives 10 shares of IBM, this will be considered an intra-group flow.

For more information on intra-group flows, visit Intra-Group Flows.