Account Group With

Group With is a relation to an investment account.  It allows you to connect a SINGLE account of an investor to any other name in the Advisors Assistant database without connecting other accounts of the same investor.

It is useful in retirement plan situations where James Madison may be the Investor but you want to be able to group the account and it's investments with the Trustee, The Acme Company (or the Trust itself), on reports without grouping other investments where James Madison is the investor.

If you set the account's Group With relation to The Acme Company, you can then search for all investments grouped with The Acme Company, and this account's investments will appear on the report.

The Difference Between Households and Group With

Households form a connection so that all of the Investor's accounts are included when the investor is a member of the household. If you search based on a Household Name, or a group name, you will get all of the people in that group or household and all of the accounts associated with that group or household, pension accounts, personal accounts, etc.

Group With forms a link which only links one name to the account.  If you search on accounts grouped with The Acme Company, you will get all of the accounts in their retirement plan.  The contacts may have other accounts, but you will only get the ones that are "grouped with" The Acme Company.

Group With also works with policies.  You can group a policy with another name.

The actual grouping is done on the Relations Tab of the Modify Policy or Modify Account screens.