1. Asset Dedication, LLC
  2. Processes and Operations
  3. Reports

Exclude an account from performance

Reporting Groups

  1. Make sure that the accounts that should be excluded from performance have "Include in Performance" and "Include in PDF reporting" de-selected in the reporting group.

Accounts

  1. All of the securities in the account need to be excluded from performance
  2. If a user looks at a performance report for the account that shouldn't show performance, they will see performance unless they select "Omit" in the "Unmanaged asset treatment dropdown".
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