Each time you add an investor to your Seraf account, the system creates a default investment account, based on the investor's first and last names, unless otherwise specified.
To change the default investment account for an investor of your group, follow these steps:
- Go to Investor Management.
- Select the tab for Investment Accounts.
- In the Account column, click the pencil icon next to the account you'd like to set as the default account.
- Select the check box to make this the default account.
- Click "Save".
Note that there must be a default account assigned to each investor. An asterisk next to the account name will indicate if it's the default account for that particular investor.