c0e205a4_d_Questions___Data___FINRA_org__Field_Name
[Description] A "customer account" is defined in SEC Rule 15c3-3(a)(1). These are accounts held by retail and institutional customers. For INSITE reporting purposes, firms should exclude "House" accounts and DVP / RVP accounts. [Questions & Responses] Does the definition of customer account exclude correspondent's accounts identified in Aggregate Net Liquidating Equity? Yes. Are proprietary trades excluded? Yes. Are the firm's overseas affiliates considered in this definition? INSITE is targeting the firm's activity with its public customers. We have no jurisdiction over foreign entities doing business with foreign customers. [Field Name] 
Customer Account
Insite Frequently Asked Questions - Data | FINRA.org