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Create New Asset Account - Knowledgebase / Client Portal Next Gen / Getting Started / Asset Account Management - First Digital Support Center

Create New Asset Account

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You can now seamlessly create a new Asset Account on the "Asset Holdings" page. Asset Accounts are typically limited to one per asset. If you wish to create another account for the same asset, please reach out to our Customer Service Team via cs@1stdigital.com.

To create an Asset Account:

1. Navigate to the "Asset Holdings" tab on the left panel.

2. Click on the "+ Create account" button.

3. Choose "Cash" or "Crypto" and select the asset currency from the dropdown list.

4. Click "Create" to complete the process.

5. The corresponding account is created instantly. You can now create instructions for this particular asset in the Client Portal.

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