List Mixed Cost Basis Rule Details

In the List Mixed Cost Basis Rule Details panel, you can display a list of mixed cost basis rule details.

To list mixed cost basis rule details:

1. Do one of the following: 
   - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule Details.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule Details.
   You see the List Mixed Cost Basis Rule Details panel.
2. Complete the options on the List Mixed Cost Basis Rule Details panel.
3. Click Submit.
   You see the mixed cost basis rule details that met your criteria in the Show All tab.