How do I know which investment account I am adding data to?

If you invest under multiple entities, you can set up an investment account within your Seraf account for each entity. Thereafter, each time you add a new transaction, you will be prompted to select the appropriate account from a drop-down list. If you do not select an account, Seraf will attribute it to the account you designate as your default account for new or unclassified transactions. 

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