An Account is necessary to create a transaction. Without an Account, you will not be able to move onto the next steps in the transaction process.

  1. Go into the Investor moduleĀ 

2. Select an Investor

3.Under the Accounts tab hit the Add Account button

4.Fill out as much information as possible and hit save. The Account Type and the Trust Company/Bank are the only required fields.

Now when you create a new transaction you will be able to select the account.

Adding an Account Video:

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