About Account Tab

This tab provides a list of accounts associated with the selected case and their complete details.

The Account tab has the following sections:

§        Account List: details the list of accounts associated with the selected case.

§        Account Details: provides complete information of the selected account.

The following tasks are performed using the Account tab:

·        View and analyze the list of accounts that are associated with the case from the date of case cre­ation or which are added to the case during the course of the investigation

·        Associate new accounts with the case

·        Disassociate or modify existing accounts

·        View and analyze complete details of each account

·        Designate as an involved party

·        Retrieve the latest account details in the Current Information window

·        Add, modify, and remove account restriction, contact information, and watch list members asso­ciated with the account

·        View and analyze investment advisor, risk information, anticipatory profile, and peer groups associated with the account