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Finder accounts extended

Use the "Finder Accounts extended" to filter or search your customers' accounts by balance, for example.

The "Finder accounts extended" is stored in the open workspace of the Finder for securities account management on the "Finder accounts" worksheet.

You open the "Finder Accounts extended" via the command FINDER ACCOUNTS in the menu of the Finder icon "Depot objects" on the "Start" tab.
Then switch to the "Finder accounts extended" worksheet in the workspace.

In detail, the "Finder Accounts extended" contains the following columns:

  • Designation
  • Account number
  • Balance [account currency]
  • Currency
  • Balance [in the currency set via the parameters]
  • Created on
  • Holder
  • BLZ
  • Bank
  • Data status
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