Manual Account Creation

Video Guide: Create an Account Manually

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Step-by-Step Guide: Create an Account Manually

1. Name your Portfolio and name your first Account.

2. Select "Accounts" in the left navigation menu.

3. Click the "+" button to add a second Account

4. Click the "Setup" tab, name the Account, and click the "Save Account" button.

5. Click "Assets" in the left navigation menu.

6. Choose an Asset Handler App to create an Asset. For information on asset creation please visit the Asset Creation page