DCVe reminder No. 9 If you are going to set up customized profiles, do not forget to select ALLOW in the "accounts group."

Step 1: The Security Administrator goes to the "Users and
Participants" – "Customized Profiles"
menu and selects "New customized profile."

Step 2: The Security Administrator enters the "details" of
the new customized profile.

Step 3: The Security Administrator selects the standard
roles or profiles required for this new customized profile.

Step 4: The Security Administrator adds the ALLOW
accounts group or selects specific securities accounts
for the depositor and clicks on "Save."

If an account group is not assigned to any account,
the user with the assigned customized profile will not be
able to view the information associated with their
securities accounts.