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

For guidance on how to generate a C1 form on your case please see How do I prepare a C1 form for Scottish estates?

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?

How do I add NS&I products to my case?

Add the assets, for example you might have 3 bank accounts with the same institution
When adding each bank account asset, ensure that the institution name and address are the same for each of the 3 assets as below:

20230614 - C1 inventory grouping asset tile

💡 As long as 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 branch address of the institution to ensure grouping

Your bank accounts will look like this on your case dashboard

20230614 - C1 inventory grouping case dashboard

And will group together as below on the C1 inventory

20230614 - C1 inventory grouping example

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help.

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