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Investment Account

Former Member
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Please could someone give me insight to configuring an investment account.

For example my client has some money market accounts and Smith Barney account.

In the house bank, what will be the bank key? Since these are the investment accounts and not bank accounts.

Thank you

P.

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Answers (1)

Answers (1)

Former Member
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Hello

You can create a bank account in FI01

and you can create the house bank in FBZP under bank accounts,

and then you link the ac in the house bank tab and link the house bank

to the bank account there

This account will be used to pay service fee of invetment account and receive interest on extra cash

Check in quality if the purpose is solved.

Reg

Former Member
0 Kudos

Thank you for your insight,

What would be the bank key for this accounts since they are investment accounts and not bank accounts.

Thank you.