Skip to main content

Further object windows in the "Customers" area

Similar to the Holder view that is described in detail, the other securities account objects – portfolios, accounts, securities accounts and prospects – also have their individual object views. These include a profile, master data and user-defined fields, linked objects and analyses in the navigation pane. The individual object views are described in the following sections.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.