Setting up a Cash Account on a Wrap

The section above has explained how to set up the basic details for the Cash account as well as confirming the initial contribution into the Wrap.

When the initial contribution is added CCD will navigate to the Product screens for the Cash account, so it can be set up in full.  If the Cash account is not completed in full at this stage it can be accessed at a later date.

This is done from the Details screen of the Wrap and in the Assets tab:

The following screen for the full Cash account holding will be displayed:

Now that the full Cash Account is displayed, complete the relevant screens as normal.

If further money needs to be added to the Cash Account, use the same method as explained earlier, select ‘Add Contribution’ from the ‘Contributions’ screen within the Wrap.