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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:

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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 account information will be displayed.
3
From there, select the Portfolio tab, and select the Portfolio you want. i. 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.

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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 Details (figure 1).
2
Select the Portfolio tab and select the Portfolio you want.
3
Click the Save button to confirm the procedure.