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Link Summary Card
The Link Summary card contains summary information for open accounts linked to the account displayed in the Work Form. 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.