Updating account values (NCA) | Scribe

    Updating account values (NCA)

    • Smart Kx |
    • 9 steps |
    • 2 minutes
      1
      Navigate to [https://app.smartkx.io/#](https://app.smartkx.io/#)
      2
      Click "Firm"
      3
      Click the group of accounts to update values
      4
      Click "Accounts"
      5
      Click "Update account values"
      6
      Update the values in the pop-up.
      7
      For bulk updates, click "Download sample CSV"
      information ordinal icon
      Update the CSV downloaded with the new values and effective dates
      8
      Click "Import from CSV"
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      Import the CSV with new values effective dates
      9
      Click "Save"