Infront Portfolio Manager

Assign accounts to securities accounts

You must assign an account to each custody account as the default settlement account.

Proceed as follows:

  1. Open the "Depot properties" as described above.

  2. In the "Default billing account" field, select the default billing account from all of the holder's accounts in the selection list.

  3. After configuration, close the "Depot properties" dialog box with "OK".