# How to Create an Account Entity

## Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide

## Creation of Account Entity

1. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Open the</span> ****“Data”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">section in the left-hand side menu. Select the</span> ****“Accounts”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">entity from the list under </span>****Data****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">.</span>  
    [![Снимок экрана 2025-05-06 034052.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034052.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034052.png)
2. ****Click the “+ Add” button****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> located in the top-left corner of the portfolio list view.</span>  
    [![Снимок экрана 2025-05-06 034133.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034133.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034133.png)
3. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">This action opens the </span>****Add****<span style="white-space: pre-wrap;"> </span>****Account**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">form.</span>  
    [![Снимок экрана 2025-05-06 034143.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034143.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-034143.png)
4. ****Fill in the required fields in the creation panel:****
    1. ****Account****<span style="white-space: pre-wrap;"> – full name of the account. This will serve as the primary identifier in the interface and reports.</span>
    2. ****Type****<span style="white-space: pre-wrap;"> – choose the account type from the dropdown (e.g., Default Account Type, FX Buy/Sell, Provision). This determines behavior in flows, reports, and reconciliations.</span>
    3. ****Notes****<span style="white-space: pre-wrap;"> </span>**(optional) –**<span style="white-space: pre-wrap;"> any internal comments or descriptions related to the account setup.Any internal comments or descriptions related to the account setup.</span>  
        [![Снимок экрана 2025-05-06 03414.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-03414.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-03414.png)
5. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Click</span> ****“Create and Exit”****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> to save the portfolio and return to the list view. Alternatively, use </span>****“Create”****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> to save and continue editing.</span>