Choose which accounts to display in the Portfolio Manager
  1. Go to the Portfolio Manager.
  2. In the left pane, under Common tasks, click Change portfolio view, and then click Customize current view.
  3. On the Accounts tab, select the check box for any account you want to display, or clear the check box for any account you want to hide.
  4. Click Save.

Note

Only displayed accounts are included in portfolio value calculations, printed reports, and the portfolio review.

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