Accounts

Create and manage client accounts & held away accounts.

Nucleus offers the ability to manage account entities for clients that are managed at your firm or managed outside your firm.

Account Types

Create account types for your firm to handle different banking, savings, investment, or insurance vehicles. Examples include "Checking", "Savings", "Roth IRA" etc.

Internal Accounts

A client in your firm may have many accounts associated to it. Each account may have multiple portfolios which will consist of cash holdings or investment securities.

Held Away Accounts

Clients may also have accounts that are not at your firm but wish to track on your platform. These accounts may be manually entered or through an account aggregation integration. Data we store on held-away accounts includes the following:


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Want to include Accounts in your app?

Contact our sales team to get started!

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