Assigning Types and Owners to Accounts

Account Maintenance

Once your accounts are syncing to your dashboard, there are some key interactions you can take to edit the accounts, set trading settings, assign models to accounts, and assign accounts to the correct client profiles.

Account Type

Once accounts have been synced to your portal, the Oranj platform will attempt to automatically assign a type to each of your accounts based off of the data received from your custodian. If you wish to update the assigned type, or if we were unable to automatically assign a type, you can update the type assignment by clicking on the account type name in the 'Type' column of the Managed Accounts grid or on the Contact Record of the assigned Account Owner.  Note that if an account type is left 'Unassigned', you will be unable to rebalance this account and it will not fully populate the assigned Account Owner's contact record.

Screen_Shot_2020-02-13_at_12.13.16_PM.png

Assign Accounts to Clients

After your accounts are synced to your dashboard, you will need to assign an Account Owner to each account in order to rebalance the account or view accounts data on the Contact Record. If your firm has advisors without full admin permissions, they will only be able to view accounts data for each account assigned to the contacts they are managing. To assign an Account Owner, click on the name listed in the Owner column of the Managed Accounts grid and select which contact to assign to the account. 

Screen_Shot_2020-02-13_at_12.30.07_PM.png

Next step is to Assign Models to Accounts

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.