First the Offset account needs to be added in as an Investment in the Assets section.
1. From the clients profile, go to Financial Information > Assets & Liabilities
2. Click Add (if not already there)
3. Complete the minimum sections required as highlighted below
4. Save
5. Click on the
icon next to the
Liability that you want to link to the Offset Account linked to the offset account
6. Go to the Security tab,
7. Click on the Select Asset dropdown and choose the Offset Account that you created as an Asset.
8. You then need to click on the
next to it so its added in
9. Then change the Link Type to Offset Account.
