---
title: How do I create Client accounts in Kooltra?
description: Kooltra can store all of your client information in one place. This article explains how to add new clients into the system.
---

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1. [Knowledge Base](https://help.kooltra.com/knowledge-base?hsLang=en)
2. [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en)
3. [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-setup-management)

# How do I create Client accounts in Kooltra?

## Kooltra can store all of your client information in one place. This article explains how to add new clients into the system.

Clients are considered Counterparties in Kooltra (Counterparties refers to all trading counterparts, incorporating both clients and liquidity providers).

To access the counterparties page in Kooltra, click on *Counterparties \> Counterparties*in the navigation panel:

![Nav Panel](https://help.kooltra.com/hs-fs/hubfs/Nav%20Panel.png?width=161&height=160&name=Nav%20Panel.png)

To add a new client counterparty to Kooltra, follow the steps below:

1. Within the Counterparties page, click *Create New Counterparty* on the top right of the screen:
   
   ![New Counterparty](https://help.kooltra.com/hs-fs/hubfs/New%20Counterparty.png?width=655&height=92&name=New%20Counterparty.png)
2. In the window that loads, specify: 
     1. The **Counterparty Type** - for client accounts this should be either *Company* or *Individual*
     2. The **Settlement Type** - for clients who net settle their trades, select *Vostro*
        
        For clients who settle trades individually, select *Payments*
        
        If a client mostly settles trades individually, but sometimes links trades together for net settlement, select *Payments*
     3. The **Base Currency** - this is the client's home currency, used in statements when displaying their cash balances or P&L
     4. The **Legal Name** - the client's legal name
     5. For Companies, you will also need to specify the **Entity Classification**, which is used in performing compliance risk assessments and AML checks
     6. The *First Name*, *Last Name* and *Email* address of your **Primary Contact** for the client. Additional contacts can be created later
        
        ![New Counterparty Full Page](https://help.kooltra.com/hs-fs/hubfs/New%20Counterparty%20Full%20Page.png?width=411&height=499&name=New%20Counterparty%20Full%20Page.png)
3. Click *Create* at the bottom of the page
4. You will receive a pop-up message asking if you would like to fill in a *compliance onboarding application* for the client to capture all necessary KYC information.
   
   Click *Skip for Now* to ignore this step, or click *Proceed to Onboarding Application* to start capturing KYC information about the client.
   
   ![New counterparty](https://help.kooltra.com/hs-fs/hubfs/New%20counterparty.png?width=688&height=162&name=New%20counterparty.png)

The client account has now been created!

To finalize the client account setup, you will need to:

1. Define which **Currencies** and **Products** the client is permitted to trade.
   
   These can be configured on the Counterparty Management page that loads after creating the client account
   
   ![Currencies & Products](https://help.kooltra.com/hs-fs/hubfs/Currencies%20%26%20Products.png?width=655&height=345&name=Currencies%20%26%20Products.png)
2. Define which **Settlement Methods** are available to the client to settle their trades.
   
   These can also be configured on the Counterparty Management page that loads after creating the account
   
   ![Settlement Methods](https://help.kooltra.com/hs-fs/hubfs/Settlement%20Methods.png?width=655&height=336&name=Settlement%20Methods.png)
3. Set the set the **Status** of the account to *Active  
   ![Currencies & Products](https://help.kooltra.com/hs-fs/hubfs/Currencies%20%26%20Products.jpg?width=655&height=345&name=Currencies%20%26%20Products.jpg)*
4. Create [Beneficiaries](https://help.kooltra.com/knowledge-base/adding-and-managing-a-beneficiary?hsLang=en)that define how the client will settle each of the currencies they will be trading

Once these steps are complete, you are good to start booking trades for the client!

To understand more about the information you can capture in the Counterparty Management page, see our article [How do I update Counterparties in Kooltra?](https://help.kooltra.com/knowledge-base/create-and-edit-accounts-counterparties?hsLang=en)

 

- [Getting started](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#main-content)

    - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#kooltra-access)
    - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#knowledge-resources)
    - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#entity-setup)
- [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#main-content)

    - [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#onboarding-and-client-setup)
    - [Trading and Settlements](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#trading-and-settlements)
- [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#main-content)

    - [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-setup-management)
    - [Counterparty Overview](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-overview)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#beneficiaries)
    - [Data Importing](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#data-importing)
- [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#main-content)

    - [Trade Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-creation-management)
    - [Spread Groups](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#spread-groups)
    - [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-blotters)
    - [Trade Matching](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-matching)
    - [Order Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#order-creation-management)
- [Cash Management](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#main-content)

    - [Cashflows & Adjustments](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#cashflows-adjustments)
    - [Account Balances](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#account-balances)
    - [Settlements](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#settlements)
    - [Reconciliation](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#reconciliation)
- [Reporting](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#main-content)

    - [Custom Reports](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#custom-reports)
    - [Confirmations & Documentation](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#confirmations-documentation)
- [Compliance](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#main-content)

    - [Regulatory Reporting](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#regulatory-reporting)
    - [Client Onboarding & KYC](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#client-onboarding-kyc)
    - [Transaction Risk Monitoring](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#transaction-risk-monitoring)
- [Risk Management](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#main-content)

    - [Client Margin](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#client-margin)
    - [Trading Limits](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#trading-limits)
    - [Credit Engine](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#credit-engine)
- [Payments Portal](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#main-content)

    - [Trading & Cash Management](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#trading-cash-management)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#beneficiaries)
    - [Dealer Intervention](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#dealer-intervention)
    - [Blotters & Reports](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#blotters-reports)

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