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Account profile

In the holder view, the holder's profile is shown below the navigation pane toolbar. The following information is shown, if available:

  • Type of securities account object (here: account)
  • Account name
  • Account number
  • Account holder
  • Account balance
  • Bank
  • IBAN of bank
  • The "Created on" date of the account from the account properties.
  • Alerts
  • Data status
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