- Contents
Template
Link Summary Card
The Link Summary card contains summary information for open accounts linked to the account. Linked accounts can belong to different clients.
Linked Accounts: Total number of accounts in the linked account group for all associated clients.
Linked Balance: Total balance of the accounts in the linked account group for all associated clients.
Client: Name of the client associated to the linked accounts.
Accounts: Number of accounts in the linked account group associated to the client.
Balance: Total balance of the accounts in the linked account group associated to the client.