MultiAccount Guide

If you want to have multiple accounts for different investment approaches — maybe you’re thinking about your children’s education, an ambitious long-term plan, or simply you want to try something new — MultiAccount is the answer. If anything is unclear, this guide is here to help.

Where can I access MultiAccount?

You can open up to 3 additional accounts in RON and EUR by going to Portal > Investments > MultiAccount.

Click the “Add new account” button, then enter an alias and confirm. For the alias, we recommend choosing something easy to remember, whether it’s the name of the child you’re opening the account for or the strategy you want to experiment with. You will not be able to change it later, but you have 20 characters to personalize it.

How do I fund MultiAccount?

You fund your secondary account(s) by going to Portal > Funds > Transfer between accounts. Please note that from the Funds menu, category Deposits, you can only fund your main account. For the others, you must initiate a transfer between accounts.

In the Transfer between accounts section, select the account from which you want to transfer the funds, then the account to which you want the money to be credited, confirm, and you are ready to invest from a secondary account.

How do I trade on a secondary account?

It’s super simple. In the Investimental app, the most important step is to select the account you want to trade from. Then you place orders exactly as you would from your main account.

How do I track the performance of a secondary account?

Nothing could be simpler. In the Investments > Portfolio section of the Portal, you can easily select the portfolio of the account you want to view from the drop-down menu.

If you need help, contact us — the Investimental team is here for you!