This article will explain how to ensure that assets held with one institution are grouped together on the C1 inventory
Generating a C1 form
How to group multiple accounts with one institution on the C1 inventory
💁 Some useful articles when adding assets are:
- When adding each asset, ensure that the institution name and address are the same for each of the 3 assets as below (bank account example):
💡 If the institute name and address are the same, bank accounts with different sort codes and account numbers will be grouped together on the C1 inventory
👍 If you wish to group accounts that are held at different branches of the same institution, you could use the Head Office address
- Bank accounts will look like this on the case dashboard
- And will group together as below on the C1 inventory
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