Create bank details

Create your banks or bank details in the Infront Portfolio Manager. Proceed as follows:

1. On the "Data maintenance" tab, select the BANK LINKS command in the "Manage objects" icon menu.
   The "Manage bank details" dialog box appears.
   

   

2. 

   Select the "Create new bank details" icon.
   The "Bank properties" dialog box appears.
   

   

   
   Enter your name, bank sort code (BLZ), business or bank identifier code (BIC) and, if applicable, branch number and - if you want to use online broking via this bank with a PSI Order Entry - the PSI Order Entry. Click on the "Address..." button to open the "Address properties" dialog box in which you can create an address for the bank. If necessary, read the section Addresses.
3. Close the "Bank properties" dialog box with "OK".
4. To create additional banks, repeat steps 1 to 3.

5. Close the "Manage bank details" dialog box with "OK".

If you have configured plausibility checks for the correct entry of bank properties, it is essential that you observe the corresponding notes and warnings in the dialog boxes. The messages appear at the bottom of the dialog box (above the "OK" button). Click on the message texts to find out more details.

Example: