In this example, you can see the owners (customers) of the "Sample owner group" with their portfolios, accounts and custody accounts in the Explorer. The securities accounts are expanded, so you can also see the securities in these accounts.
In this example, you can see the owners (customers) of the "Sample owner group" with their portfolios, accounts and custody accounts in the Explorer. The securities accounts are expanded, so you can also see the securities in these accounts.