Entity Setup and Maintenance User Guide 2015
- Former user (Deleted)
- Nancy Cohn (Deactivated)
- Tom Fahey (Unlicensed)
Owned by Former user (Deleted)
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.
To view the content of the PDF, click the thumbnail below. The book opens in the PDF viewer. To search the document for specific terms or concepts, we recommend that you download the PDF. For the most up to date information about entity setup, see Set Up Entities for Accounting. Also see Portfolio Data Center (PDC) V17.