Changing the Name and other setting of a Consolidated View

Content also available for tax entities or on our global site.

1 – Within the Consolidated View, click on the ‘Setting’ tab.

Change the name, month of the end of the financial year, the performance calculation and the portfolios in the Consolidated View.

Changing the Name and other setting of a Consolidated View 1

Changing the Name and other setting of a Consolidated View 2

Last modified on August 20, 2021 UTC

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