An investment account is the term used to refer to an entity under which an investor makes investments. It could be the name of a company, LLC, Trust, IRA, a spouse or other family member. For Enterprise clients, it could also be the name of a fund, SPV or cohort. It is used as a way to distinguish which investments and transaction activities in your portfolio are made by which entity.
Learn how to add Investment Accounts.
Investment Account management is available to Seraf's Professional Portal and Enterprise Portal accounts. With investment accounts, you can review your portfolio in aggregate or by individual investment account. Members of groups using Seraf who are also Professional Portal Subscribers may opt to create a separate investment account for their non-group investments, so that they can view them separately from their group investments or as a whole.