Wealth Management > Financial Accounts > Managing Financial Accounts > Tracking Parent Financial Accounts
Tracking Parent Financial Accounts
To allow tracking of a financial account's parent financial account, add the parent financial account to the Parent Financial Account Field on the child financial account.
To track a parent financial account
- Select the financial account.
For information on selecting financial accounts, see Finding Records.
- On the Financial Account Detail page, click Edit.
- On the Financial Account Edit page, select the Parent Financial Account field, and select a financial account.
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