![]() |
|
![]() |
Specifying Portfolio SubaccountsYou can indicate portfolio account hierarchies, such as a mutual fund that is within a life insurance policy or a brokerage account, by specifying a parent-child relationship. First create the parent portfolio account, and then select that account as the parent for the child or portfolio subaccount. Portfolios have one-to-many relationship with portfolio subaccounts. For example, you can have many mutual fund or stock subaccounts for the brokerage portfolio account. To create a portfolio subaccount
To specify the parent portfolio account
| ||
Published May 2008 |