Include or Exclude an Account from Client Aggregate

To exclude an account from the client aggregate:

1. Select Client

2. Select Account

3. Click Actions > Exclude Account From > Client Aggregate > Yes

Once an account is excluded, it will be grayed out of your account-level grid and treated as inactive. Inactive accounts are excluded from:

• Client/account aggregate actions

• Assets Under Management

• Billing

• Reporting

See Also

Exclude an Account from the Client Aggregate Report