Use Rebalancing Group Values

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Use this saved searches setting to create filters that include either the rebalancing group as a whole or financial accounts within a rebalancing group. Which trading entity is included depends on whether you select or clear Use rebalancing group values:

You only see this option when you set Search types to Account.

	Use Rebalancing Group Values setting
Trading Entity	Selected	Cleared
Financial account	Returns the financial account if it meets the filter criteria.	Returns the financial account if it meets the filter criteria.
Rebalancing group	Returns the rebalancing group if the group meets the filter criteria.	Returns the rebalancing group if one or more financial accounts in the group meet the criteria.

For more information about saved searches, see Learn More About Saved Searches.