| If No Target Allocation is Assigned, Group By
|
| If The Sync Fails, Send An Email To The Following Recipients
|
| Ignore Percentage Billing Group Adjustments
|
| Ignore SMAs for Reconciliation
|
| Image Resolution
|
| Improvement Percentage
|
| In Use
|
| Inception Date
|
| Inception Date (Composites)
|
| Inception to Previous
|
| Include [Rating] Smoke Stack
|
| Include _____ Categories/Accounts
|
| Include Account Total
|
| Include Account Type With Account Name
|
| Include Accounts
|
| Include Accounts With No Composite Membership
|
| Include Accounts, Groups, and Underlying Accounts
|
| Include Accrued Dividends
|
| Include Accrued Gains
|
| Include Actual Return Start Date In Footnote
|
| Include Additional Billing Definitions
|
| Include Additional Date Periods
|
| Include Additional Indexes
|
| Include All Categories/Select Categories
|
| Include All Members
|
| Include All Remaining
|
| Include All Remaining Categories As
|
| Include Allocation Weighted Benchmark
|
| Include Allocation Weighted Benchmark By
|
| Include Annualized Returns/Cumulative Returns
|
| Include Average Line for Secondary Value
|
| Include Benchmarks
|
| Include Capital Gains Distributions in Account Realized Gain/Loss Values (bulk report option)
|
| Include Capital Gains Distributions in Realized Gain Loss Columns (report setting)
|
| Include Current Allocation in Chart
|
| Include Custom Header
|
| Include Custom Text as Footer
|
| Include Date Period With No Flows
|
| Include Days With No Flows
|
| Include Direct Members Only
|
| Include Dividend Reinvestments for Wash Sale Restrictions
|
| Include Expenses
|
| Include Expenses That Do Not Reduce Gross/Net Performance
|
| Include Federal Withholdings in Distributions to Date
|
| Include Federal Withholdings in Distributions to Date (Client Portal)
|
| Include Firm Revenue
|
| Include Flat Fees
|
| Include Full Composite History
|
| Include Global Exclusions
|
| Include History for Deleted Snapshots
|
| Include in Group Rebalancing
|
| Include in Net Worth
|
| Include in PDF Reporting
|
| Include in Performance
|
| Include In Reporting Dashboard
|
| Include Income
|
| Include Intra-Group Flows
|
| Include Link to Assets & Liabilities Page
|
| Include Long-Term Capital Gains
|
| Include Lot Level Detail
|
| Include Managed/Unmanaged/Total Account Values As Of
|
| Include Model-Level Detail
|
| Include Net Investment
|
| Include Non-Taxable Accounts
|
| Include Only
|
| Include Only: (Active/Deactivated Snapshots)
|
| Include Page Break After This Section
|
| Include Page When There Is No Data To Report
|
| Include Positions With No Snapshot History
|
| Include Prior Outstanding Balance
|
| Include Prior Outstanding Balance on Total Bill Summary
|
| Include Recent Trades For
|
| Include Reports for Closed Accounts
|
| Include Return of Principal Payments
|
| Include Revenue Allocated to Advisors
|
| Include Revenue Allocated to Other Payees
|
| Include Securities Not Held at End of Period
|
| Include Short-Term Capital Gains
|
| Include Single Accounts Only (Bulk Reports) |
| Include SMAs
|
| Include Snapshot History
|
| Include Target Allocation
|
| Include Target Allocation in Chart (PDF Dashboard)
|
| Include Tax Planning Data for Non-Taxable Accounts
|
| Include Tax Rates in Upload
|
| Include Tax Status in Upload
|
| Include Text When There Is No Data To Report
|
| Include the Following Order Statuses
|
| Include the Following Security Types
|
| Include the Following Trade Statuses
|
| Include the Following Transaction Types
|
| Include Total Bill Summary
|
| Include Total Column
|
| Include Total Outstanding Balance
|
| Include Total Outstanding Balance on Total Bill Summary
|
| Include Total Return
|
| Include Total Revenue
|
| Include Trades For Reconciliation For
|
| Include Underlying Account Data
|
| Include Unmanaged Assets
|
| Include Unmanaged Assets in Variance
|
| Include: Annualized Returns/Cumulative Returns
|
| Included Data/Display Order
|
| Income
|
| Income Frequency
|
| Income/Expenses
|
| Indexes
|
| Indicate Beneficial Billing Rate Tier Treatment
|
| Indirect Members
|
| Industry Group Restrictions
|
| Inflow
|
| Information Ratio
|
| Initial % of Categories (DT)
|
| Initial Account ($)
|
| Initial Account Allocation Percent
|
| Initial Account Percent
|
| Initial Cash ($)
|
| Initial Cash (%)
|
| Initial Dollars
|
| Initial Effective Date
|
| Initial Investment
|
| Initial Model Deviation
|
| Initial Model Deviation (Relative)
|
| Initial Out of Tolerance
|
| Initial Percent
|
| Initial Shares
|
| Initial Value
|
| Initial YTD LT Realized Gain
|
| Initial YTD ST Realized Gain
|
| Interest Income
|
| Interest Paid
|
| Interest Rate
|
| Interests & Dividends
|
| Internal Commissions
|
| Internal Rate of Return (IRR)
|
| Interval Date Period
|
| Interval Definition
|
| Intervals
|
| Intra-Group Flow
|
| Intraday Value Change
|
| Invest Excess Cash
|
| Investment Discretion
|
| Investment Gain
|
| Investment Manager
|
| Issue Date
|
| Issue State
|
| Item List
|
Back