Skip to main content

How to add accounts to an interest pool

Written by Jake Willis

New accounts are not automatically added to a pool. You will need to manually add them.

From a pool

  1. Navigate to Interest Pools in the left navbar

  2. Select the pool to which you want to add accounts

  3. Click on 'Add account' in the Bank Accounts section

  4. Select a start date

  5. Eligible accounts will be shown, which you can add to the pool

From bank accounts

  1. Navigate to Bank Accounts in the left navbar

  2. From here you can add accounts individually, or in bulk, to a pool

  3. It may help to filter on unconfigured accounts - these are the ones for which you still need to assign a pool

Exclude from pooling

You can also choose to exclude an account from pooling.

Did this answer your question?