Add NCA Accounts | Scribe

    Add NCA Accounts

    • Smart Kx |
    • 18 steps |
    • 2 minutes
    1
    Navigate to [https://app.smartkx.io/](https://app.smartkx.io/)
    2
    Create Custodian (if needed)
    3
    Enter information in the Id field
    4
    Change "Type" to Non-Custodial Asset
    5
    Click "Save"
    6
    Navigate to the custodian to add or modify accounts
    7
    Go to the "Accounts" tab
    8
    Click "Add account"
    9
    Enter the Account Number
    10
    Enter the Account Name
    11
    Select the account's Start Date
    12
    Enter the account's Initial Value
    13
    Click the + to add more accounts
    14
    Click "Save"
    15
    Go to the "Accounts" tab to view your newly added NCA accounts
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    Alternatively, you can also upload new accounts in bulk with a CSV upload
    16
    Click "Download sample CSV" for template
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    Complete the downloaded CSV template with information.
    17
    To upload, click "Import from CSV"
    18
    Click "Save"