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Include Net Investment

This report setting lets you choose to show or hide the net investment line. If you clear this check box, the Capital Flows report shows a simple account value chart. This is useful when you're evaluating flows for an account where you don't control the net investment, such as a 401(k).

You can choose:

• Include net investment selected.

  

• Include net investment cleared.

  

This setting applies to the Capital Flows report.