How do I add a new funding account?

  1. Place your mouse pointer over the Funds menu.
    The Funds menu options are displayed.
  2. Click the Funding Accounts menu option.
    The Funding Accounts page is opened.
  3. Click the Add Account button in the top right corner to add a new funding account.
    The Add a New Funding Account page is opened.
  4. Enter the name for the new funding account in the Assigned Name field and select the currency in the Currency field.
  5. Enter the value for the Low Balance Alert Limit.
    You will be notified if funds on the funding account drop below this limit.
  6. Click the Continue button to add a new funding account.
    The New Funding Account Added page is opened.
    Note: This page contains the IBAN account code that you can use to deposit funds to your new funding account.
  7. Click the Close button.
Note: Credit funding accounts are created only by your Ixaris support team