Create account

Proceed as follows to create an account (manually):

1. Select the owner or a portfolio and select the command NEW, ACCOUNT in the context menu.
   

   

   
   

   

   Or select the owner or the portfolio in the Explorer and then select the ACCOUNT command in the drop-down menu of the Explorer icon "Create new object".
2. You can enter the account data in the following "Account properties" dialog box: Enter the name of the account in the "Account" field and the bank details in the following fields. These entries are absolutely necessary.
3. Select a currency from the list. Attention: The currency cannot be changed later.
4. Complete all the required entries.
   The details for these fields can be found in the table in the following section Account properties.
5. Select "OK" to confirm. Or select "Cancel" to close the dialog box without applying the changes.