Articles on: PMS & Investment Tools

Select an account type

Account types describe various attributes related to an account’s holdings such as transactions, and tax eligibility.

To select an account type :

Select a portfolio, click on the portfolio name in blue
Click on Actions and select Edit
Go to Details and Select Account type. Please note that if you can also add Unknown type
Click Save and you will find the account type. Here we selected the ISA account.

Updated on: 08/07/2022