This article will detail how to create a foreign bank account.
Navigate to fund level > Investments > Bank Account
- Create a code
- Select 'Yes'
- Select the currency from the drop-down menu
- Select the tax treatment (for more information click here)
- Enter the desired display name for the account
- Enter the account number
Once a bank account is set up a 'foreign' it automatically inherits the following default settings. It is possible to change all these settings from by using the drop-down menu on each classification.
Learn how to enter transactions in foreign bank accounts