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How to add Time Deposits

To add a time deposit to your portfolio, you first need to have an Investment Account created.

Steps to add a time deposit:

  1. Navigate to your Investment Account page.
  2. Click the + Add button next to the Time Deposits section.
  3. Enter the Bank Name.
  4. Fill in the Deposit Amount (Principal).
  5. Select the Currency of the deposit.
  6. Fill in the Interest Rate (%).
  7. Enter the Tax Rate (%) if applicable.
  8. Select the Start Date.
  9. Select the Maturity Date.
  10. Select the Payment Frequency.
  11. Click Add Amount.