Finder Depots
Use the "Securities accounts finder" to filter or search your customers' securities accounts by master data.
The "Finder Depots" is stored in the open workspace of the Finder for depot management on the worksheet of the same name.
You open the "Finder Depots" via the command FINDER DEPOTS in the menu of the Finder icon "Depot objects" on the "Start" tab.
In detail, the "Finder Depots" contains the following columns:
- Designation
- Depot number
- Created on
- Holder
- Standard settlement account
- BLZ
- Remark
- Bank
- Orderprov. scheme
- Data status
With the help of "Finder Depots extended" you also have the option of filtering your portfolios according to performance or assets.