Articles on: Client and Account Management

What can I do on the Account Management page?

Note: This page is only viewable by the account owners, not all users.

Here are the main things you can do on this page:

Add and remove certain custom assets to certain user's portfolios / accounts
Manage you broker connections
Change details related to the account (Company info and Primary Contact info)
View details about the level of licence the account has
Change the Default Currency and Default Benchmark for the account
Change whether dividend data is entered manually or automatically
Admins are able to manage accounts from this page

Updated on: 05/04/2023

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