How do I change my default currency?

To change the currency for your entire portfolio on Seraf, click on the Account Management link on the left navigation bar.  Under Client Profile Information, select “Update Profile”. You can then select your Preferred Currency from the list of available currencies in the drop down menu. Finally, click on the “Save” button.

Keep in mind that any investments you have already entered into Seraf will automatically be switched over to this new currency in a one for one format (e.g. If you entered a transaction for $10,000 and then switched to Euros, the transaction will now be 10,000 Euros). Conversions from one currency to another must be done manually by you. Note that you can only have one currency for the entire account.

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