> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Account management

> Explore how Accounts, Holders, Aliases, Segments, and Portfolios work together in the Midaz Module to organize your financial structure and ownership.

The **Accounts** section is where you open the accounts that hold balances, identify who owns them, and group them for reporting and control. Accounts can be linked to a Holder, Segment, and Portfolio. These persisted relationships support ownership, grouping, fee resolution, and scoped rules; they are not merely tags.

You will work with the following here:

* **Account** — The record that holds a balance of one asset and can send or receive that asset through transactions (for example, a customer's BRL account).
* **Holder** — The individual or entity that owns one or more accounts (for example, a customer or a merchant registered in CRM).
* **Alias Account** — An optional CRM Instrument linked to a Holder and an existing ledger Account. It stores banking details. This is different from the account's own **alias** field, a friendly identifier on the account itself that lets you refer to it by name instead of by ID (for example, `@treasury_main`).
* **Segment** — An optional ledger-scoped grouping for Accounts that can scope fee selection and Tracer limits.
* **Portfolio** — A ledger-scoped grouping of Accounts with an optional external `entityId`; it is not a direct Holder relationship.

## Available pages

***

<div className="space-y-6 w-full sm:max-w-4xl">
  <Columns cols={2}>
    <Card title="Manage Accounts" icon="coin-front" href="/en/midaz/console/managing-accounts">
      Create and configure the accounts that hold and move assets within your ledgers.
    </Card>

    <Card title="Manage Holders" icon="user" href="/en/midaz/console/managing-crm-holders">
      Register the individuals or entities that own accounts in your system.
    </Card>

    <Card title="Manage Alias Accounts" icon="at" href="/en/midaz/console/managing-crm-alias-accounts">
      Link holders to ledger accounts with banking details.
    </Card>

    <Card title="Manage Segments" icon="object-group" href="/en/midaz/console/managing-segments">
      Organize accounts into logical groupings for reporting and control.
    </Card>

    <Card title="Manage Portfolios" icon="briefcase" href="/en/midaz/console/managing-portfolios">
      Group accounts into portfolios for consolidated management.
    </Card>
  </Columns>
</div>