How do I add an Investment Account?

To track investments under multiple entities (e.g IRA, LLC, Revocable Trust, etc.) you can add your own investment accounts. You can view the holdings and returns for each investment account as well as see all accounts in aggregate. Follow these instructions according on your account level.

Professional Portal

• Go to Account Management.
• Under the section for Investment Accounts, click the button to "Add Investment Account".
• Enter the account name, such as "John Smith IRA" or "John Smith Revocable Trust".
• Select the check box if you'd like to have this account become the default account for future transactions.
• Click "Save".

Enterprise Portal Account Holders

• To add investment accounts to your overall group account (such as for the name of a fund, SPV or cohort), follow the above instructions. Note that only the primary account holder can add group level investment accounts.
• To add investment accounts for the individual investors of your group, see How do I add an investment account for an investor in my Enterprise account?

Investment accounts are only available to Enterprise customers and to those customers subscribed to Seraf's Professional account level for individual investors. If you're an Advanced customer interested in tracking investments across multiple entities, you can upgrade your account.