Subaccount aggregation

annapolishome nshust1 at reagan.com
Thu Mar 24 18:08:36 EDT 2016


i have several investment accounts with three level sub accounts.  when i am
updating information in a particle investment it is not being passed up the
levels.  the value of the second and third levels do not change, but the
total assets value is changing. i am doing something wrong.  any help would
be appreciated.



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