Related Settings

How Sub-Group Accounts By Works

Applies to:
✔ Dynamic	PDF	✔ Client Portal

This setting allows you to set how your securities are grouped within your selected sort option. The custom fields you've created are provided as grouping options.

You might use this if you had a custom field for risk tolerance, for example. Perhaps you're looking for a volatile security in those accounts marked "conservative" to ensure those accounts aren't holding the security that's outside their risk tolerance.

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In Dynamic Reports

To leave the report to its default sorting, set Sub-group accounts by: to <None>.
To do a secondary sort of the accounts by a custom field, select that field from the Sub-group accounts by list and select ascending or descending sort order.