Portfolio Center - Importing Accounts

Once you have completed the Portfolio Center integration, you are now ready to start importing accounts for your clients. Go to the Clients tab, and choose the client you want to start importing accounts to.Importing_Accounts_from_Portfolio_Center__Image_1.jpg

From the Profile section select Finances.

Under Finances, select Accounts then click Add a New Account.

From the Add New Account list, select Portfolio Center Account.

Look for your client’s accounts using the Filter Terms search bar. You can search by account name, account owner, or account number. The accounts that are a lighter grey mean they have already been imported.

Once you have found the accounts that relate to your client, click Import from the right column. After all of the accounts are selected for the import click Finished.Importing_Accounts_from_Portfolio_Center__Image_4.png

You can now check to make sure the account information is correct. If everything is correct, click Save.



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