--- title: How do I group multiple accounts with one institution on the C1 inventory? (for Scottish estates) description: This article will explain how to ensure that assets held with one institution are grouped together on the C1 inventory --- [Skip to content](https://knowledge.exizent.com/how-to-group-institutions-on-the-c1-inventory#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Forms](https://knowledge.exizent.com/forms?hsLang=en) 3. [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) # How do I group multiple accounts with one institution on the C1 inventory? (for Scottish estates) ## 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 do I prepare a C1 form for Scottish estates?](https://knowledge.exizent.com/prepare-c1?hsLang=en) #### **How to group multiple accounts with one institution on the C1 inventory** 💁 Some useful articles when adding assets are: [How do I add assets and liabilities to my case?](https://knowledge.exizent.com/how-do-i-add-assets-to-my-case?hsLang=en) [How do I add NS&I products to my case?](https://knowledge.exizent.com/how-do-i-add-nsi-products-to-my-case?hsLang=en) - 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):  ![20230614 - C1 inventory grouping asset tile](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230614%20-%20C1%20inventory%20grouping%20asset%20tile.png?width=688&height=422&name=20230614%20-%20C1%20inventory%20grouping%20asset%20tile.png) 💡 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 ![20230614 - C1 inventory grouping case dashboard](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230614%20-%20C1%20inventory%20grouping%20case%20dashboard.png?width=688&height=154&name=20230614%20-%20C1%20inventory%20grouping%20case%20dashboard.png) - And will group together as below on the C1 inventory ![20230614 - C1 inventory grouping example](https://knowledge.exizent.com/hs-fs/hubfs/Knowledge%20Base/Knowledge%20Base%20screenshots/20230614%20-%20C1%20inventory%20grouping%20example.png?width=671&height=630&name=20230614%20-%20C1%20inventory%20grouping%20example.png) 👷 Our team are regularly making improvements and adding new features. 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