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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

1. Select the financial account.

   For information on selecting financial accounts, see Finding Records.

2. On the Financial Account Detail page, click Edit.
3. On the Financial Account Edit page, select the Parent Financial Account field, and select a financial account.