Introduction to Accounts in Canopy

If you're new to Canopy, it will be helpful to understand the account structures. 

Any individual account consists of 3 primary building blocks:

1. Parent account
2. Child account
3. Currency account 

Partner Accounts are set up for Financial Advisory firms. 

Partner Admin accounts are set up for employees of the FA firm. A Partner Admin will have access to handle all data upload and maintenance of the accounts, or simply have access to view relevant clients' dashboards. 

Introduction to Accounts (video) 

Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account) 

You are now ready to Create a New User Account.