How do I change the default investment account for an investor in my Enterprise account?

Each time you add an investor to your Seraf account, the system creates a default investment account, based on the investor's first and last names, unless otherwise specified.

To change the default investment account for an investor of your group, follow these steps:

• Go to Investor Management.
• Select the tab for Investment Accounts.
• In the Account column, click the pencil icon next to the account you'd like to set as the default account.
• Select the check box to make this the default account.
• Click "Save".

Note that there must be a default account assigned to each investor. An asterisk next to the account name will indicate if it's the default account for that particular investor.