Add a Sub-Account

FAS: A guide to add a subaccount.

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  • Click Chart of Accounts on the top menu bar.
  • Select Manage Accounts.
  • Select the fund from the dropdown list.
  • Find the account you want to add a sub-account to, then click it only one time, so it is highlighted.
  • Click New Subaccount on the left, or Right-Click the account number then select Add Sub-Account.
  • Fill in the account information.
  • Click Save.

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