Accounts

Once you have set up the owner(s), you can create the corresponding accounts if this has not already been done automatically.

Accounts can be assigned to securities accounts as the default billing account via its properties dialog. However, the accounts are not displayed below a securities account in the Explorer, but flat below a holder or portfolio. If necessary, read the section Assign accounts to securities accounts.

An account can be assigned to several securities accounts.

To create custody accounts for a holder, the holder must have at least one account.

An account can only be assigned to one portfolio at a time.