Overview:
- The Portal's existing "Account ID" column does not display the client's true account number; rather, it reflects the VAN (Virtual Account Number).
- To address this discrepancy without impacting the current "Account ID" column — which other users may already depend on — the team introduced a new column, "Internal Account ID," which displays the actual/true account number.
Account ID and Internal Account ID
What does "Internal Account ID" actually mean?
- "Internal Account ID" refers to the true account number on file, as opposed to the VAN displayed in the "Account ID" column. This column gives money managers direct access to the actual account identifier associated with their clients' accounts.
Why are there two ID columns?
- The Portal has long included an "Account ID" column; however, this field reflects a VAN rather than the true account number. Since many users have come to rely on this existing column for their workflows, it was not modified or replaced.
- Instead, a new column — "Internal Account ID" — was introduced to provide visibility into the true account number, without disrupting existing processes tied to the original "Account ID" column.
Which column shows what?
- The "Account ID" column displays the client's VAN (Virtual Account Number), which has historically been used within the Portal.
- The "Internal Account ID" column displays the client's true/actual account number, as recorded internally.
How it differs from "Account ID" (VAN vs. true account ID)
- The "Account ID" column reflects the client's VAN (Virtual Account Number), which is a virtual identifier that has traditionally been displayed in the Portal.
- The "Internal Account ID" column reflects the client's true account number, providing the actual account identifier on file — as opposed to the virtual number shown in "Account ID."
- In short: "Account ID" = VAN, while "Internal Account ID" = true account number.
Does this column apply to all account types?
- No. The "Internal Account ID" column is only available for Money Manager account types. It does not apply to, or appear for, other account types on the Portal.
Is the "Internal Account ID" column always visible?
- No. The "Internal Account ID" column is optional and hidden by default. It will not automatically appear in your view — you must manually add it through the Portal's column settings if you wish to display it.
Can I use "Internal Account ID" when generating reports?
- Yes. In addition to being available as a column within the Portal, "Internal Account ID" can also be selected as a filter option in the client selector menu when generating reports.