> ## 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 Portfolio to an Account

> Link a Midaz Account to a Portfolio from the Console, either from the Accounts list or the edit form, to group Accounts under one customer or wallet.

Use Portfolios to group Accounts that belong to the same Entity. To add an Account to a Portfolio, follow one of these procedures:

## Adding from the Accounts page

If the Account does not belong to a Portfolio yet, add it directly from the **Accounts** page. Follow these steps:

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

  <Step>
    The Console displays the form to edit the Account.
  </Step>

  <Step>
    Switch to the **Portfolio** tab and 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 its Portfolio:

<Steps>
  <Step>
    On the **Accounts** page, find the Account you want to edit. Click the three dots (<Icon icon="ellipsis-vertical" />) in the **Actions** column. Select **Details** to open the Account details page.
  </Step>

  <Step>
    Click the **Edit** button. In the edit form, select the **Portfolio** you want.
  </Step>

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

<Card title="API equivalent" type="tip" horizontal>
  [Update an Account endpoint](/en/reference/products/midaz/v2/update-account)
</Card>