Adding a Porfolio to an Account

Portfolios can be used to group all Accounts belonging to the same person (also known as an Entity). To add an account to a Portfolio, follow one of these procedures:

Adding from the Accounts page

If you haven't added the Account to a Portfolio before, you can do so directly from the Accounts page. To do so, follow these steps:

1. Click the Link option from the Portfolio column of the Account you want to add (Figure 1).

2. The form to edit the information of the Account will be displayed.
3. From there, select the Portfolio tab, and select the Portfolio you want.
   1. If you do not have any Portfolios created, you can select the Portfolios button (Figure 2).

4. Click the Save button to link the account to the selected Portfolio.

Add by editing the Account

You can also edit the Account to add or change the Portfolio information. To do so, follow these steps:

1. From the Accounts page, find the Account that you want to edit, click the three dots ( ) from the Actions column, and select Edit (figure 1).
2. Select the Portfolio tab and select the Portfolio you want.
3. Click the Save button to confirm the procedure.