Bank Migration Wizard

The Bank Migration Wizard allows you to configure bank details in Portfolio Sync Interface. You can determine the referencing data from the data deliveries and assign it to the available accounts and securities accounts in Infront Portfolio Manager.
The following applies:

• If no banks are contained in the data supply, you can select banks from the bank details created in Infront Portfolio Manager.
• If banks are contained in the data delivery as well as in Infront Portfolio Manager, you can freely select from the matching banks.
• If the data delivery contains banks that do not exist in Infront Portfolio Manager, you can automatically create them.

When using the wizard, ensure that the "Consider client master data" and "Consider transaction data" checkboxes are selected in the bank-specific import settings (if they are available for your interface).

For more information on how to configure bank details by using the Bank Migration Wizard, see the following section.