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changes.mady.by.user Nancy Cohn

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changes.mady.by.user Jacob Mathews

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  1. Do one of the following:
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Setup > Custody Cash Accounts > Create Bank Account Relationship.
    - In Accounting Center, in the left navigation pane, click Setup > Portfolio Setup > Custody Cash Accounts > Create Bank Account Relationship.
    You see the Create Bank Account Relationship panel. 
    Create Bank Account Relationship panel Image Modified
  2. Complete the options on the panel.
    For detailed information about each option, see Manage Bank Account Relationships.
  3. Click Submit to add the entity bank relationship.

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