List Mixed Cost Basis Rules

In the List Mixed Cost Basis Rule panel, you can list the names of mixed cost basis rules.

To list mixed cost basis rule names:

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.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule.
   You see the List Mixed Cost Basis Rule panel.

2. Click the Mixed Basis Rule Name field, and select a mixed cost basis rule name.
   You can leave the name blank to display all rule names.

3. Click Submit.
   You see the mixed cost basis rules that met your criteria in the Show All tab.