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How to Convert a Private Portfolio to Company Portfolio

Follow these steps to migrate your private entity (portfolio) to a company-level portfolio in Cryptoworth.

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Written by Richard Pasquin
  1. Navigate to your private entity (portfolio) from the Entities page.
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  2. From the side panel, click on your Entity's name, then select Entity Settings.
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  3. Click the Migrate option in the settings menu.

    Note: The Migrate option is only available for private portfolios.

    Once a portfolio is migrated to company status, this action is permanent—you cannot revert it back to private.


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  4. Click Assign to complete the migration. Your portfolio is now set to company status.
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