Add Account To Composite or Group Dialog Box

1. In the Select Clients box, click the magnifying glass icon. The Find Clients dialog opens. Select the clients that hold the accounts you want to add to your composite or group. Click OK. You return to the Add account dialog.

2. All the accounts that the clients hold are listed and checked. Un-check any accounts that you do not want to add to the composite or group.

3. Click Save. The accounts are added to your composite or group.