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How to create a new cash account?

Creating a New Cash Account

  • Navigate to the Portfolio Director
  • Select your Portfolio
  • Click on the "Cash & Term Deposits" Tab
  • Click on the New Account Button
  • Type the Name of your Cash Account
  • Type in Initial Deposit Date
  • Type in Initial Deposit ($) amount
  • Type in any Notes
  • Click Save


To learn more about the Cash Account functionality within the Portfolio Manager read these related articles: 

Portfolio Manager - Cash & Term Deposits
Portfolio Manager - Individual Cash or Term deposit Account Details Screen
Setup a default Cash Account for an individual Portfolio?