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Manage Accounts
Manage Accounts
Add and configure your accounts.
Add Your Accounts
- Navigate to the settings/Accounts tab.
- Click “Add Account” and fill out the form:
| Field | Description |
|---|---|
| Account Name | Enter a descriptive name for your account |
| Account Group | Enter a group to organize your accounts (e.g. 401k, RRSP, Cash Savings) |
| Account Type | Select from Securities, Cash, or Crypto |
| Account Currency | Choose the currency for this account |
| Is Default | Check this box if you want this to be your default account |
| Is Active | Ensure this is checked to include the account in your portfolio |
- Click “Save” to add the account.
- Repeat for each account you want to track.
Account Groups
Account groups help you organize your accounts. You can create custom groups or use the default ones.
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