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Pool setup and accounts
Create interest pools and manage their account assignments.
4 articles
Interest Pooling overview
Understand pools, account assignments, rate profiles, payment runs and management-account reconciliation.
How to create an interest pool
Create an interest pool with its branches, management account and initial rate profiles.
How to add accounts to an interest pool
Assign eligible bank accounts to an interest pool from the pool or Bank Accounts page.
How to reassign accounts between interest pools
Move an account to another eligible interest pool from a chosen effective date.