Updating account values (NCA) | Scribe

Updating account values (NCA)

  • Smart Kx |
  • 0 step |
  • 2 minutes
    Navigate to [https://app.smartkx.io/#](https://app.smartkx.io/#)
    Click "Firm"
    Click the group of accounts to update values
    Click "Accounts"
    Click "Update account values"
    Update the values in the pop-up.
    For bulk updates, click "Download sample CSV"
    Update the CSV downloaded with the new values and effective dates
    Click "Import from CSV"
    Import the CSV with new values effective dates
    Click "Save"
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