How do I change the default investment account for an investor in my Enterprise account?

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 Group 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.

Have more questions? Submit a request

Comments

Powered by Zendesk