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Available Settings in Account Templates

Contents

Introduction

Below are the available settings you can establish within account templates. For more information on creating and editing account templates, see Account Templates. For more information on default account templates, see Configure the Default Account Template.

Settings Menu

The following settings are available under the Settings menu.

Account Settings Panel

Billing Settings Panel

• Billing Inception Date
• Beneficial billing rate tier treatment

• Billing Closed Date

Name/Address Panel

Compliance Panel

Reporting Menu

The following settings are available under the Reporting menu.

Report Settings Panel

Benchmarks and Target Allocation Settings Panel

• Target Allocation

• Benchmarks

Custom Fields Menu

The Custom Fields menu allows you to establish settings customized to your firm. These are first set at the global level, then you can fill in the values at the individual account level.

For more information on creating global custom fields, see Custom Fields for Accounts, Groups, Households, and Securities.

Advanced Menu

The following settings are available under the Advanced menu.

Category Overrides Panel

If enabled, the following settings will be available in your account templates:

Manual Performance Panel

• Return Behavior

• Value Behavior

Rebalancing Menu

The following settings are available under the Rebalancing menu.

Rebalance & Trade Settings Panel

Model Assignment Panel

• Assigned Model

• Alternate Security Sets

Account Configuration Panel

Cash Management Panel

Tax Management Panel