Set up groups

Three different object types can be displayed below a group: other groups, owners and securities accounts. To do this, simply copy already created holders with their accounts and securities accounts into the relevant group. As with all other objects, you can copy the objects that you want to combine in a group either via the icons in the Explorer, via drag & drop, via the folder view or via the context menu of the objects to be copied. Please also read the section Copy objects.

By creating groups through copying, you do not change anything in the actual depots. You only define what is combined into a group. Of course, you can also create a new holder directly under a group or enter new accounts or securities accounts for a holder newly created under a group. To do this, simply select the NEW, OWNER command in the group's context menu.

Securities accounts that are to appear directly under a group must always be copies of existing securities accounts. This means that you cannot create a new custody account below a group. You can only copy a securities account that has already been created under a holder and paste it under the group.