Create depot

In order to create a securities account, at least one holder and at least one account must be created for this holder. You should therefore first read the sections Create owner and Create account.

Proceed as follows to create a securities account:

1. In the Explorer, select the holder or portfolio to which you want to add the securities account and select the command NEW, DEPOT in the context menu that you open with the right mouse button.
   

   

   
   

   

   Or select the owner or the portfolio in the Explorer and then select the "Create new object" icon at the top of the Explorer and then the DEPOT command in the drop-down menu.
2. You can enter the data for the securities account in the following "Securities account properties" dialog box. You can switch between the individual fields by clicking the mouse or using the tab key.
3. Enter the name of the securities account and (optionally) the securities account number in the first two fields. The corresponding owner is already preset.
4. The details of these fields can be found in the table in the following section Depot properties.
5. Assign an account to the custody account as the default billing account via the selection list. For details, read the section Assign accounts to securities accounts.
6. Then close the "Depot properties" dialog box with "OK".