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Description (Accounts)

Description is an optional account setting that can be used to identify the accounts or groups on reports instead of the first and last name on the account. For example, you can enter a description of Maggie's IRA.

The description will appear on the Accounts page in place of the first and last name if you set your Display Preference to Description.

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