In the left navigation pane, click Portfolio Management, and then the Composites page.
Double-click the composite you want to edit. The composite opens to the Accounts view.
To add accounts to this composite, from the toolbar above the grid, click Add Account.
The Add Account dialog opens. Click the magnifying glass next to the Select Clients field.
The Find Clients dialog opens. In the Available Records box, click the client whose account you want to add and click Add.
Click OK. You are returned to the Add Account dialog and the client’s accounts populate the Specify Accounts area.
Uncheck the box of any account you do not want to include in the group.
Enter a date in the Account Membership Start Date field and click Save. You are returned to the Accounts view.
To delete accounts from the composite, select the accounts you want to delete by checking the boxes to the left of the account names.
From the Action menu, select Delete.
A message appears asking you to confirm that you want to delete the selected accounts. Click OK. The accounts are deleted.
When you are finished adding and/or deleting accounts, from the File menu, select Close, or click the X in the upper right-hand corner of the window. Your changes are saved.