Security Statements Form, Accounts & Clients
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Security Statements Form, Accounts & Clients Page
(Screen shot based upon a NZ Company)

This grid shows the Accounts and Clients linked to the Security Statement. As with all grids, right mouse click to view additional columns that can be added.

Accounts linked to this Security Statement

ColumnDescription
Drill Down ButtonClick Drill Down Button to drilldown to details of the Account.
AccountThe unique code of the Account.
NameThe name from the Account.
StatusThe status of the Account.
BalanceThe current balance of the Account.
Role
This list is defined by the SecStmtAccountRoles Information List.
TypeThe account type of the Account.
OpenedThe date the Account was opened.
MaturityThe maturity date of the Account.
NotesDefine any notes applicable to the Account.

Clients linked to this Security Statement

ColumnDescription
Drill Down ButtonClicking Drill Down Button to drilldown to details of the Client.
ClientThe unique code of the Client.
NameThe name from the Client.
Role
This list is defined by the SecStmtClientRoles Information List.
TypeThe client type of the Client.
NotesDefine any notes applicable to the Client.

Button Strip

IconDefinition
Grid Row Insert
To insert a row before the current one.
Row Delete Button
To delete a row from this Security Statement.
Grid Row Up Button
To move an Account or Client up a row.
Grid Row Down Button
To move an Account or Client down a row.
ClientsCopyDown
Add Clients from the selected Accounts to the Clients grid.
Topic last updated on 02/12/2021 4:38PM SecurityStatement.AccountsandClients