Infront Advisory Solution

Securities account profile

AS_securities_account_portrait_EN.png

In the securities account view, you see the profile of the securities account in the navigation pane below the toolbar. The following information is shown, if available:

  • AS_icon_securities_acc_DE.png Type of securities account object (here: securities account)

  • Securities account name

  • Securities account number

  • Securities account holder

  • Bank

  • The "Created on" date of the securities account from the securities account properties.

  • AS_icon_alert_DE.png Alerts

  • AS_icon_data_state_DE.png Data status