Editing Account information

From the Accounts page, find the Account that you want to edit, click the three dots () from the Actions column, and select Details (figure 1).

The Details Account form will open on the right side of the screen.

Edit the information as needed and click Save.

AttentionYou cannot edit External Accounts that are automatically created when an Asset is created.

Creating an Account

Deleting an Account

⌘I

Introduction

Managing Organizations

Managing Ledgers

Managing Assets

Managing Accounts

Managing Segments

Managing Portfolios

Managing Transactions

Editing Account information