A Child account represents an account relationship with a particular custodian. There is no limit on the number of Child accounts a Parent account can have.
Each custodian bank is assigned a CustodianCode in Canopy. Please use the correct CustodianCode. You may check this in User Admin > Custodians.
Search for the Code by typing in the name of the custodian in Description column, and hit Enter.
In this example, let's say you own four portfolio accounts:
- Credit Suisse Singapore - portfolio number 10001-1
- Credit Suisse Singapore - portfolio number 10001-2
- Credit Suisse Hong Kong - portfolio number 28288
- Deutsche Bank London - Client Number 123456
Let us create one Account Code for each of the portfolio.
Ensure you're logged in to Engine.
1. User Admin > Accounts
2. Click on 
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