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Data Dictionary: R

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R Squared
Range to Hold
Rank (model setting)
Rank (security setting)
Rate
Rating Type
Realized Gain (Loss)
Realized Gain Percent
Realized Gains/Losses Source
Realized Multiple
Reason for Trade Notes
Reason for Trades (Trade Actions)
Rebalance Frequency
Rebalance Status
Rebalance Status Message
Rebalance Type
Rebalance Using Settings
Rebalance View Name
Rebalanced By
Rebalancing Account Value
Rebalancing Group Option
Rebalancing Model Name
Receipt of Securities
Recent Sells and Recent Buys
Reconciliation Note
Reconciliation Status and Last Reconciliation Date
Redemption Date
Redemption Fee
Refresh Account Sets
Reinvested (manual security snapshots check box)
Reinvested Distributions
Relationship Start and End Date Settings
Remaining Balance
Remaining Capital
Remove All Associated Reconciliations
Remove From Reporting Dashboard
Remove Service Team Role
Repeat First X Columns On Additional Page
Replace Existing Billing Group Accounts, Reporting Group and Household Direct Members
Replace Service Team
Report and Page Types
Report As Actual/Estimate
Report Description
Report Direct Member Groups as a Single Line Item
Report Filename Format
Report Gains and Losses on the Realized Gains/Losses Report
Report Name
Report On Managed/Unmanaged Assets
Report Section Titles
Report Security Groups as a Single Line Item
Report SMAs as a Single Line Item
Report Theme
Report Type
Report View (billing settings)
Reporting Data Type
Require Additional Authentication When Signing In
Require Dual Factor Authentication (DFA)
Require SMS for Advisors
Resend Activation Email
Reset Cost Basis
Reset to Default
Reset to Template
Responsible For
Restrict All Securities
Restricted Securities
Restriction
Restriction Notes
Restriction Override
Return
Return Behavior
Return Of Principal
Revenue at Risk by Age
Risk Free Rate
ROI
Role Description
Role Name
Round Bill Amount Calculated by the Billing Definition
Round Final Bill Amount
Round Lot Size
Round Trip Period
RVPI