Account Management
Introduction
The Accounts on Reluna is a central component of the platform, used to create, view, manage and edit client accounts. These accounts are fundamental building blocks in tracking relationships with clients, whether they are individuals, legal entities or companies.
Key Terminologies
Term (A-Z) | Description |
|---|---|
Company Account | A legal entity account created specifically to manage PROP or OMNIBUS portfolios. |
Entity | A legal organization such as a business or institution. |
Individual | A personal client account created for a single individual. |
Permissions Required
Permission ID | Permission |
|---|---|
Accounts | View, Modify, Create, Delete |
How to Set Up an Account
This section explains how to create different types of Accounts in the platform: Individual, Entity and Company Accounts.
Go to Accounts and find Accounts tab.
Click the ➕ icon to add a new account.
Create New Account window opens.
Now, choose from what you want to create, as highlighted.
1. Create an Individual Account
Click the “Create +” icon to add a new account.
Fill in all required fields (marked with
*) in the following sections:Main Information
Name, Companies and Parent
Individual Information
First, Last Name, Birth Date, Send Reports (Monthly/Annually), etc.
Taxation
Country of Taxation
Click Don’t have a TIC to exclude it
Addresses
Fill in the address or click ➕ to add more.
Click Create to save.
Post creation, use the three dots to Edit and manage related objects on the platform.
2. Create an Entity Account
Must be linked to a beneficial owner (Individual Account).
A. Create New
Post clicking on Create New, a form opens like below:
Fill in all required fields (marked with
*) in the following sections:Main Information
Name, Companies and Parent
Individual Information
First, Last Name, Birth Date, Send Reports (Monthly/Annually), etc.
Taxation
Country of Taxation
Click Don’t have a TIC to exclude it
Addresses
Fill in the address or click ➕ to add more.
Once filled in, click on Create to proceed.
Post creation, use the three dots to Edit or Delete the account on the platform.
B. Add Existing
Once filled in, click on Create to proceed.
Post creation, use the three dots to Edit or Delete the account on the platform.
Click Next and fill in the form with the following fields:
Main Information
Name, Companies
Entity Information
LEI and its Expiration Date, Entity Type, etc.
Taxation
Country of Taxation
Click Don’t have a TIC to exclude it
Addresses
Fill in the address or click ➕ to add more.
Click Create to confirm or Back to discard.
Once created, the following account appears on the list of All Accounts. You can further click on three dots to Edit/Delete.
3. Create a Company Account
A specific Entity Account designed to manage PROP or OMNIBUS portfolios.
Fill in all required fields (marked with
*) in the following sections:Main Information
Name, Companies and Parent
Entity Information
LEI and its Expiration Date, Entity Type, etc.
Taxation
Country of Taxation
Enter TIC (toggle ON to exclude it)
Addresses
Fill in the address or click ➕ to add more.
Once filled in, click on Create to proceed.
Post creation, the account appears on the list. Click on three dots to Edit/Delete the entry.
