> ## 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.

# Adding a Porfolio to an Account

> Link an Account to a Portfolio so you can group related Accounts and apply policies at the wallet level.

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:

<Steps>
  <Step>
    Click the **Link** option from the **Portfolio** column of the Account you want to add.
  </Step>

  <Step>
    The form to edit the account information will be displayed.
  </Step>

  <Step>
    From there, you can select the **Portfolio** you want.
  </Step>

  <Step>
    Click the **Save** button to link the account to the selected Portfolio.
  </Step>
</Steps>

## Add by editing the Account

***

You can also edit the **Account** to add or change the Portfolio information:

<Steps>
  <Step>
    From the **Accounts** page, find the Account that you want to edit, click the three dots (<Icon icon="ellipsis-vertical" />) from the **Actions** column, and select **Details**.
  </Step>

  <Step>
    Select the **Portfolio** tab and select the Portfolio you want.
  </Step>

  <Step>
    Click the **Save** button to confirm the procedure.
  </Step>
</Steps>