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How do I hide sub-accounts?

Written by Niklas Klamm

Do you have several brokerage accounts in Autosync, for example a second account, a junior account or a children's account? Then Parqet shows each account as a sub-account. You show and hide sub-accounts with a filter.

You can filter by sub-account with any plan, including the free Basic plan.

Hide a sub-account in a portfolio

  1. Open the Autosync portfolio.

  2. At the top next to the search field, click “Add filter”.

  3. Select “Sub-account”.

  4. Check the sub-accounts you want to see.

  5. Open the “Save” menu at the top right and click “Save”.

Open “Add filter” menu in a portfolio with the filters Sub-account, Asset class, Product type, Holding and Status

Parqet saves the filter in your account. That's why you also see it in the app. If you don't save, the filter is gone the next time you open the page.

Hide a sub-account in the Overview or a view

  1. Open the Overview or your view.

  2. Click “Add filter” and select “Portfolio”.

  3. Click the arrow next to the portfolio.

  4. Check the sub-accounts you want to see.

  5. Open the “Save” menu and click “Save”.

Sub-account “Other Positions”

If you manually create a holding in an Autosync portfolio that isn't part of Autosync, Parqet shows it in the sub-account “Other Positions”. Examples are precious metals or alternative investments.

Values or positions are missing

Check whether a sub-account is hidden. An active filter appears at the top next to the search field as a field, for example “Sub-account: Junior account”. Click “×” to remove it.

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