Last updated: 2025-12-02

SmartInvestments - Security Subaccounts Content Link

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The link for this help topic is:

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While [viewing

an investment security](/help/pro/smartinvestments/-/viewing/and/editing/investment/securities) that is a variable annuity, the user can access

this content link to display

all of the variable annuity's subaccounts.

To view and/or edit a subaccount, tag it and then click the Detail,

Investment Positions and Price History sub-content links. The content

of these sub-content links is the same as that of other securities (see

[Viewing

and Editing Investment Securities](/help/pro/smartinvestments/-/viewing/and/editing/investment/securities)). The only difference is that the

Investment Positions sub-content link displays all of the clients who

own that particular subaccount.

Note the following about variable annuity subaccounts:

Each subaccount must have a unique [CUSIP

number](/help/pro/smartinvestments/-/security/detail/content/link).

There is no limit to the number of subaccounts that a variable

annuity can have.

Subaccount merge options are available from the sub-content

link Menu button (Menu >

Advanced Options). [Learn

more about merging securities.](/help/pro/smartinvestments/-/merging/duplicate/accounts,/positions/and/securities)

Note: SmartOffice includes

a utility that enables the user to relink a subaccount from one variable

annuity to another. See [Other

Investment Security Management Features](/help/pro/smartinvestments/-/other/investment/security/management/features).

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