Assign an Existing Portfolio To a Client

Step 1: Navigate into the client you wish to assign the portfolio to.

Step 2: Click the dropdown arrow to the right of the 'Add New Portfolio' button. Then click 'Assign Existing Portfolio'.

Step 3: Select the portfolio you want to assign, then click the 'Assign Portfolio to Client' button.

You will now see the portfolio under the 'Portfolios' section inside the client.