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.
2
The form to edit the account information will be displayed.
3
From there, you can select the Portfolio you want.
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:
1
From the Accounts page, find the Account that you want to edit, click the three dots () from the Actions column, and select Details.
2
Select the Portfolio tab and select the Portfolio you want.
3
Click the Save button to confirm the procedure.