On the client portal Summary widget, use Lock to All Accounts to limit the widget’s data source to the All Accounts group. Use this is you want to guarantee that clients are seeing a high-level overview of the intraday values.

Your options are:

• Cleared. Clients can use the Show data for option to change the widget’s data source to any account or group that they have access to in the client portal.

• Selected. The widget is locked to display only data for the All Accounts group. Clients can’t change the Show data for source for that widget.