Accounts are always linked to a Ledger, so Account management is accessible via the Ledgers page in the Console.

Accessing Accounts Information

To access Accounts information, follow these steps:

1. Click the Ledgers icon () in the navigation bar on the left to open the Ledgers page.
2. Locate the Ledger associated with the Product, then click the three dots () in the Actions column and select Edit.
3. On the Ledger information page, navigate to the Accounts tab (figure 1).
4. The tab will display a list of all Accounts available for that Ledger.

Actions Available

From the Portfolios and Accounts tab, you can:

• Create the First Account
• Create a new Account
• Edit Account Information
• Delete an Account