Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

If The purpose of this set up is to allow you to select only either one of Broker, Account and Company Name and the corresponding linked Broker, Account and Company Name will be auto filled for your convenience.

This functions applies if you have:

  • 1 Parent Company with multiple brokers and accounts, or

  • Multiple companies (parent with subsidiary companies - set up in Company>Company Profile) with multiple brokers and accounts