What can I do on the Account Management page?

Administrators only

Note: This page is only viewable by the account owners, not all users.

Here are the main things you can do on this page:

• Add and remove certain custom assets to certain user's portfolios / accounts
• Manage you broker connections
• Change details related to the account (Company info and Primary Contact info)
• View details about the level of licence the account has
• Change the Default Currency and Default Benchmark for the account
• Change whether dividend data is entered manually or automatically
• Admins are able to manage accounts from this page