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The Accounts section is where you open the accounts that hold balances, identify who owns them, and group them for reporting and control. Most of these entities are tags on top of an account — they do not change how the account works, only how you find, group, or refer to it. You will work with the following here:
  • Account — The record that holds a balance of one asset and can send or receive that asset through transactions (for example, a customer’s BRL account).
  • Holder — The individual or entity that owns one or more accounts (for example, a customer or a merchant registered in CRM).
  • Alias — A friendly identifier that points to an account, so you can refer to it by name instead of by ID (for example, @treasury_main).
  • Segment — A label used to group accounts that share a business characteristic, useful for filtering and reporting (for example, retail, corporate, or internal).
  • Portfolio — A higher-level grouping of accounts under a single holder or business view, used for consolidated management (for example, all accounts belonging to one corporate client).

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Available pages

Manage Accounts

Create and configure the accounts that hold and move assets within your ledgers.

Manage Holders

Register the individuals or entities that own accounts in your system.

Manage Aliases

Set up friendly identifiers that map to specific accounts.

Manage Segments

Organize accounts into logical groupings for reporting and control.

Manage Portfolios

Group accounts into portfolios for consolidated management.