Combine Portfolios
Step 1:
Choose Portfolios to combine.
NOTE:
Changes made to Portfolios associated with Households will affect the Households.
My Portfolios List:
To add, select a Portfolio.
->
New Household or Portfolio:
To remove, select a Portfolio and click "Remove".
SMITH - JOHN AND MARY (10 Accts)
SMITH - JOHN (4 Accts)
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All Portfolios
Total Accounts:
(160 accounts max.)
Step 2:
Choose to combine Portfolios into a New Household or a New Portfolio.
New Household
Provides a summarized and detailed
view of associated Portfolios.
Maximum 160 total accounts.
New Portfolio
Provides a detailed view of associated
accounts.
Maximum 160 accounts.
Step 3:
Name your New Household or Portfolio.
Name:
(35 characters max.)
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