[Jina Horton]

Thank you, Brad. We are looking at tracking Change History for excluding Assets, but we want to make sure Composites handle them correctly. To be sure of this, we are talking to a third party verification firm to make sure Composites are handled correctly with this feature enabled. Thanks again!

[Jina Horton]

@bretttru-ind-com That’s correct! You are very welcome, and thanks again for asking!

[Jina Horton]

@bretttru-ind-com That’s a great question! Providing that the Household is still Active and has a value, that the Account(s) was “Managed”, and that the setting used on the Report or at your firm level is set to include “All Accounts”, then the cancelled Account(s) would still be included in in performance.

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