Add an account manually

If you want to add trades for your real estate or other asset transactions you can create separate accounts for them. Keep reading to find out how.

Adding an investment account

1. Navigate to investments: Once signed in, go to More> Investments.
2. Navigate to accounts: Click on Dashboard> My Accounts.
3. Add account: Click on Add account> Add account manually.
4. Add account details: Enter the name, account ID and description for the account.

Your account will now be created and you will be able to add settlements to your account.

Click here to find out how you can add settlements to your investment account.

Still need help?

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