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Account Number Setting

The Account Number identifies the account. For individual accounts, this is the custodian account number. This field is not editable and must be edited in the portfolio accounting system.

For groups, this editable field allows you to establish numbers or words to identify the group.

This field is shown as the name of the group and in the Account Number column on the Accounts page.

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.

For more information on updating account information for accounts in Tamarac Trading, see Make Changes to Account Settings.