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Include Underlying Account Data

Include underlying account data controls how the underlying data of individual accounts is shown in the Rebalance Summary Details PDF report. This setting works in conjunction with Account grouping because this setting applies to groups. If you select only Single accounts in Account grouping, Include underlying account data won't be available to select.

• Selected.When selected, each account in the group that is holding, has a trade in, or has a target in a particular position will show on separate lines below the security.

  

• Cleared.When cleared, the individual account holdings and trades will not be shown on the report.