Crestone accounts may have multiple cash accounts per portfolio. You can link these to the platform feed by setting up the Investment Codes in Class.
Commonly used Cash Account Code
|Cash Account Name||Investment Code|
|Cash Management Account AUD||CMA.AUD|
|Current account AUD||CA.AUD|
|Claim Account AUD||CL.AUD|
|Margin Trading Account AUD||MRT.AUD|
|Liability account AUD||LIAB.AUD|
Please be aware that this is not an exhaustive list - other investment codes may exist.
Also, the above list only considers the AUD cash accounts, for other currencies, replace AUD with the appropriate currency code (GPB, JPY, EUR,...)
IE For a US currency cash management account it would be CMA.USD