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To define an entity bank relationship as a primary depository:

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. 

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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.