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Add a Custodian
Smart Kx
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0 step
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36 seconds
1
Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
2
Click "Add"
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3
Select the Custodian Type
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4
Enter the custodial master account number/rep code
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5
(optional) Enter the Custodian Name
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6
Click "Save"
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Only funded accounts will appear. It may take a few business days after data requests are approved for the feed to appear.
7
Click on the newly added custodian
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8
Go to the "Accounts" tab
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