Managing trading accounts

You can view and manage your trading accounts in one location on the Customize workspace in the Account Mapping tab.

An account is mapped to an institution in NexJ Customer Relationship Management to provide financial transaction information for the institution. Financial transactions are available in the Transactions subtab in the Portfolio tab for an institution, and for all institutions in the Transactions workspace.

Accounts are provided by your data feed. In some cases, the data feed does not contain mapping information and you must manually map the account to an institution.