Net Relationships Dashboard - Member Balance Summary

Screen ID: IPATGRPS-01
Screen Title: Avg. EOM Balance
Panel ID: 5693
Tool Number: 547
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Access this screen by selecting Summarize This Member (F12) on the Account Balances by Month screen of the Net Relationships dashboard.

 

The Member Balance Summary displays average EOM balance, average daily balance, and current balance for all sub-accounts for the selected member. Average balances are calculated for the current year being analyzed. Select an account to return to the Account Balances by Month screen for that particular sub-account.