This setting allows you to filter billing groups by either just one specific custodian or by all custodians. The list contains all custodians assigned to accounts in your firm.

• To filter billing groups to see accounts with a specific custodian assigned, choose that custodian from the list.

  In this example, the custodian is set to Charles Schwab. Only billing groups with Charles Schwab set are displayed.

  

• To see all billing groups regardless of custodian assignment, choose <All values> from the list.

  In this example, all billing groups are displayed regardless of custodian.

  

This setting applies to:

• Report Views in Billing Groups