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Fixed Income Display Configuration

Contents

Introduction

You have the option to include the maturity date and annual income rate in the fixed income description for:

• Fixed Income

• CDs

• Mortgage-Backed

• Unit Trusts

• Options (maturity date only)

• T-Bills

• Commercial Paper

With Long Description...	Without Long Description...

The information we include is based on the extended description you set up in PortfolioCenter.

Configure Fixed Income Descriptions

To enable detailed descriptions for fixed income securities on reports, follow these steps:

1. On the Setup menu, click System Settings.

2. Under Fixed Income Display Configuration, select the Include extended description for fixed income check box.

   

3. Click Save.