Accounts Data Grid (FACTS)

Accounts Data Grid (FACTS)

The Accounts Data Grid lists your current Investment Account records.

To find an account, click the arrow in the Search By drop-down box and select the field that you want to search by, and then enter the first few characters of the information for the selected field in the Find Record field. The Data Grid will automatically scroll down as you enter each character. Scan the list of accounts until you find the one you need.

To open the selected record, make sure it is highlighted in the list and then either double-click on the record, or click the tab you want to view.

NOTE: You can configure the Data Grid to display any fields that are associated with Pools. Refer to Configuring View Settings in the Introduction for more information on customizing your views.