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Custodian accounts
Custodian accounts
This section displays the broker's custodian accounts.
The section allows sorting accounts by recency (the Sort field) and filtering by currency and the current payment method status.
To add a new custodian payment method, click the Add custodian payment method button:
In the opened side page, all available fields must be filled in:
| Name | Description |
|---|---|
| Currency | Settlement currency for the custodian payment method |
| BIC code | Bank BIC code |
| Securities account number | Bank account number for holding securities |
| Country/Market Country/market of securities settlement | |
| Additional info | Additional details (e.g., settlement account information) |
| Details | Will be displayed in payment method comments (can be edited) |
After creating the payment method, it will be assigned the Draft status.
To assign the next status - Verification in progress - click the Verifications button in the payment method side page:
After this, you can either Accept or Reject the payment method in the side page. The corresponding status Accepted or Rejected will be assigned.
A payment method in Accepted status can later be moved to the intermediate status Update is needed by clicking the Update button in the side page, after which it can be re-accepted or rejected.
Please note! The Rejected status is final for a payment method. Once assigned, it cannot be changed.