External account

An instrument receiver (external account) must be created, if the instrument is going to be settled with another counterparty like for example Nordnet, Avanza, or JP Morgan.

Go to the tab External Accounts at the Customer overview.

Click the action menu to add the external account.

Choose Type and select Securities.

Name: name the account
Account No: account number
Counterparty: for example, Nordnet or Avanza. Important to remember, the company must be entered in the system BFS as a counterparty, before it appears in the dropdown menu.
Comment: optional comment

Click Confirm to create the account.