An entity is another name for a portfolio. It is a collection of investments owned by the same individual, corporation, partnership, or trust. An entity tracks your trade activity and maintains account positions, as well as all income and expenses.
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For the most up to date information about entity setup, see Set Up Entities for Accounting. Also see Portfolio Data Center (PDC) V17.| View file |
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| name | Entity Setup and Maintenance User Guide 2015.pdf |
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| height | 400 |
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