Create an account in Bricknode

To create an account for a customer in Bricknode, navigate to the customer dashboard and click the "Create" button.

Open

The Create Account dialogue will open containing several properties which can be defined.

Open

1. Account
   The fields Account Type, Account Label, Currency, Comment, and Status are straightforward. The available account types are listed under System Data > Account Types.
   If the account should be connected to an Allocation Profile. 
   The Acquisition Value Method defines how the acquisition value changes when performing trades.
   External Reference can be defined if an outside system should be able to identify the account via API.
   If Prevent Overdraft is selected the account is not allowed to trade on margin.
   High Watermark is only visible when editing an account. 
   
   

2. Relationships  
   By default, the Partner is set to the house but can be changed if a certain advisor or reseller should be associated with the account.
   When creating an account, the contact (who should receive communication) is by default the account owner. This contact will receive information about the account in account statements, activity statements, and notes. 
   
   

3. POA (Powers of Attorney)
   In Bricknode, you can assign a power of attorney to an account, allowing advisors to have different levels of access and management rights over a customer's account.
   Click the button “Choose” to select the advisor/partner and then set the POA type. There are four different types of powers of attorney, View, Trade, Full, and Inactive.