Re: FM doesn't like investment-less portfolios?

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In Reply to: Re: FM doesn't like investment-less portfolios? posted by Mike Jordana on September 16, 2005 at 18:19:45:

The technical support person (Mark) is currently out of the office,
and will be returning Thursday, September 22nd. He will reply to your
postings when he returns.

We apologize for any inconvenience this may cause.

Thanks,
Faith

: Aargh! Let me try again...

: 1 Master Level (just a "holder" for subsequent sub-portfolios, NO INVESTMENTS)
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: 2```+- My personal taxable portfolio (has investments)
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: 3```+- Taxable portfolio - client 1 (has investments)
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: 4```+- Taxable portfolio - client 2 (has investments)
: ````|
: 5```+- Portfolio "holder" client 3 (NO INVESTMENTS)
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: 6````````+- Tax-deferred portfolio - client 3 (has investments)
: `````````|
: 7````````+- Taxable portfolio acct - client 3 (has investments)

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