Video Guide on Creating Accounts 

A short tutorial on creating an Child and Currency account.

Accounts

This function allows to view a list of your parent accounts and child accounts together. It also allows to view other information about your account such as its status (active or inactive), custodian code, partners and associated ccy accounts.

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S.No	Category	Description	Screen Shot
1.	Cash	All cash holdings will be reflected here e.g Sale, Purchase, Distribution, Money In, Money Out.  You can customize the table view and group holdings by simply "dragging" the column header to the horizontal bar on top. As an example in the screen shot here the table is sorted by "custodian codes". You can use the same method to group holdings in tables for all other asset classes as well.
2.	Equities	All Equity holdings will be reflected here.
3.	Bonds	All Bond holdings will be reflected here.
4.	Funds	All Fund holdings will be reflected here.
5.	Derivatives	All Derivative holdings will be reflected here.
6.	Non Mark-to-market	All loans and deposits will be reflected here.
7.	Insurance	All Insurance holdings will be reflected here.
8.	Real Estate	All Real Estate holdings will be reflected here.
9.	Others	All Others holdings will be reflected here.

Video Guide on Creating Accounts 

A short tutorial on creating an Child and Currency account.

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