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Specifying Portfolio Subaccounts

You 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

1. Select the parent portfolio account.

   For information on selecting portfolio accounts, see Finding Records.

2. On the Portfolio Account Details page, scroll to the Portfolio Sub-Accounts section and click New.

   NOTE: You might have to add the Portfolio Sub-Accounts section to your layout. For information on changing the layout, see Changing Your Detail Page Layout.

3. Complete the fields in the Portfolio Account Edit page that is launched.
4. Save the record.

To specify the parent portfolio account

1. Select the child portfolio subaccount.

   For instructions on selecting portfolio accounts, see Finding Records.

2. On the Portfolio Account Edit page, click the Lookup icon next to the Parent Portfolio Account field.
3. In the Lookup window, select the parent portfolio account.
4. Save the record.