Assign bank details to securities accounts
To assign a created bank account to a securities account, proceed as follows:
- Right-click on the depot in the Explorer and select the PROPERTIES command in the context menu that appears.
- In the "Depot properties" dialog box, select the desired entry from the "Bank" selection list.
Alternatively, you can click on the "Bank..." button to open the "Manage bank details" dialog box described in the section Creating bank details , in which you can find detailed information on the listed banks and select them by double-clicking. It is also possible to create new banks.
The "Bank" selection list is updated automatically. - Close the "Depot properties" dialog box with "OK".
Proceed in the same way to assign bank details to accounts.