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Intra-Group Flow

This column indicates whether a transaction is an intra-group flow, allowing you to identify the status of particular transactions.

This option is available on the Capital Flows dynamic report if you have the Intra-Group functionality enabled. You can request this feature by contacting your Tamarac service team.

An intra-group flow is recognized if the total group outflows match total group inflows for withdrawals and contributions.

Tamarac Reporting will not match transaction by transaction for contributions. For receipts and transfers, the security, amount, and date must match to be considered as an intra-group transaction.

Example: Intra-Group Flow Recognized

For example, if Dennis Roberts deposits and then withdraws $50 on the same day or if he transfers 10 shares of IBM and receives 10 shares of IBM, this will be considered an intra-group flow.

Roberts Household (Group)

Example: Intra-Group Flow Not Recognized

Let's take the same example: Dennis Roberts deposits and then withdraws $50 on the same day or if he transfers 10 shares of IBM and receives 10 shares of IBM, this will be considered an intra-group flow. This time, the flow is not recognized as an intra-group flow.

Roberts Household (Group)

Learn More

For more information on intra-group flows, visit Intra-Group Flows.