Use this saved searches setting to choose the type of entity you want to return in your search, such as Account or Security. Account is the default. Different filters are available for different entities.
| Search Type | What it Searches | |
|---|---|---|
| Account | ||
| Account and Group | ||
| Client | ||
| Group | ||
| Holding | ||
| Household | ||
| Security |
For more information about saved searches, see Learn More About Saved Searches.