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Selecting Accounts

You can filter and view the Accounts, Positions, Transactions or Statements pages to a selection of appropriate accounts.

To select accounts

  1. Click the Select Accounts drop-down menu.

    A list of accounts to select is displayed.

  2. Select All Accounts or <account name> to filter the account.
  3. Click Select Accounts.

    The selected account(s) is displayed.

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