When you create an investment account you are required to add an investor record linking the account to a particular investor.
If none yet exist, click the Create investor record button and, in the Details area:
Specify a Scope for the investor record, consisting of up to 64 letters and numbers (no spaces).
Specify an Investor record name.
Choose an appropriate Investor entity type. Note this choice is restricted by the investment account type.
In the Identifiers area, add at least one identifier to the investor record to uniquely identify it:
On either the Legal entity or the Person screen (depending on the Investor entity type), add at least one investor:
If no people or legal entities yet exist, you can create them. For more information, see: