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Account Template Name

Use this field to descriptively name the account template. The name can be used to provide details about the settings configurations in the template. For example, if a firm configures most taxable accounts similarly, they might create an account template called Taxable Account. It can also be used to identify templates that apply advisor-specific settings, with names like Advisor Sanchez.

To name the account template, type the desired name in the Account Template Name field. This is a required field.

Account template name appears in the following locations:

• The Accounts Templates page: Displays a list of all the available account templates includes the account template name.

  

• The Accounts page: When applying an account template to an account, you select from a list of all the available account templates.

  

For more information about account templates, see Account Templates.