Market Value By Account
Category : Holdings Reports
- This report shows information of market value by account.
- In this report partitions are done with each assets.
- The assets are mentioned as SEP-IRA, IRA Rollover, personal funds.
- The market value for sample client combined funds are denotes as % shares.
Back to Reports
- The colors can be changed as per requiered.
- The look and feel can be customized to match your asset.