How to exclude specific accounts from performance

If you want to exclude specific accounts from showing a performance return in the client portal and PDF reports, you can follow these steps.

From your advisor dashboard, click View Accounts

Next, click the Performance Exclusions button

This will display some options for excluding accounts from performance reporting:

• Click the checkbox to exclude a specific account
• Toggle "exclude all held-away accounts", which will apply to all new and existing held-away accounts