How to Create a Instrument entity
How to Create a Register Entity
Prerequisites
We assume you have all prerequisites you may need, including:
- If needed: the VPN is configured to access the Finmars resources
- If needed: access to the Virtual Machine to work with the sensitive information
- Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
- Must have: having permissions set to allow continue with the Action in the Guide
Creation of Register Entity
- Open the “Data” section in the left-hand side menu. Select the “Instruments” entity from the list under Data.
- Click the “+ Add” button located in the top-left corner of the portfolio list view.