Home → Guides::Worldox GX4 Cloud → Code Look Up Tables - Add Values → Account Code Conventions
Account Code:
Account Number Code = the Account Number
Example: 34567891
Account Description:
The account description should be the exact account # + owner + account type + custodian/brokerage firm
Broker/Dealer Accounts Codes
Account Code:
Account Number Code = BD-Account Number
Example: BD-18768468
Account Description:
Example: 345678910 Candace Clark SEPIRA SEI