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?