Back|
Back |
|
Use Security Group Categories
| Applies to: | ||
|---|---|---|
| ✔ Dynamic | ✔ Client Portal | |
This setting allows you to view security categories at the group level that are based on the category types you've set up.
You might use this option if you have a client who gets stock options as part of their compensation package. You don't determine the acquisition of those shares, so you won't want to include those when reporting on your management. You can group all the client's options together into an "Options" category, and then filter those in or out. This category can be used even if the client has options from companies in disparate sectors.
To report on security groups by their holding account's categorization, clear the Use security group categories check box.
To report on security groups according to their own individual categorization, select the Use security group categories check box.
| Use Security Group Categories cleared |
|---|
|
Securities that were classified as "Options" in their own security group are categorized in the report according to the holding account's classification. |
| Use Security Group Categories selected |
|---|
|
Securities that were classified as "Options" in their own security group are categorized in the report according to their own classification. |
Functionality is the same in the PDF report templates as in dynamic reports.
|
|
Holdings Reports
|
|
For more information about security groups, see Maintaining Accounts: The Security Groups Panel and Security Categories.
The following setting interacts with this option:
