How to create a nickname for client accounts in Albridge?

TABLE OF CONTENTS

• Step 1. - Select your Client
• Step 2. - Edit Account
• Step 3. - Create a Nickname
• Step 4. - Display Account Names on a Report
• Step 5. - Done

Step 1. - Select your Client

1. From your Client List, Select a Client

Step 2. - Edit Account

1. From the Client Portfolio, click the plus sign next to Combined Account Portfolio

2. Click on the down arrow to the right of the Account Name

3. Click Edit Account
   
   

   

Step 3. - Create a Nickname

1. In the text box next to Account Name, Enter your desired nickname

2. When done, Click Submit
   
   

   

Step 4. - Display Account Names on a Report

1. From the Client List, Click on the Settings tab

2. Then click on Report Settings

3. Under Account display settings, Choose Account Name

   
   

   
   
   

4. When Done, click Submit

Step 5. - Done

1. You have now learned how to change Account Name

If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100