The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio.
Description of each column in the Accounts Held Outside of LPL section:
|
Column Name |
Description |
|
Account |
The name of the account. You can change the name displayed by entering a nickname for the account in Accounts Settings page. |
|
Held At |
The name of the custody firm for this account. |
|
Account # |
The custody firm account number. By default, Account View shows only the last four digits of the account number. See Display Settings to show the full account number. |
|
Balance |
The account balance at the end of the selected time period. |
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