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Include SMAs

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How Include SMAs Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Include SMAs Works

Applies to:
✔ Dynamic PDF ✔ Client Portal

This setting allows you to choose whether or not you want to include separately managed accounts on the Security Cross-Reference report.

You might choose to use this setting if you want to exclude all SMAs from the list of accounts on the Security Cross-Reference report, since you may not determine what securities are held in those accounts and thus may want to exclude them from lists of assets you manage.

In Dynamic Reports

In PDF Reports

This report is available for dynamic reports only.

Reports With This Setting

Holdings Reports

Related Settings

For more information on designating SMAs, see Maintaining Accounts: The Separately Managed Account (SMA) Panel.