How to Convert a Private Portfolio to Company Portfolio

Created by Richard Pasquin, Modified on Sat, 18 Jun, 2022 at 5:41 PM by Richard Pasquin

Step 1

Head to your private portfolio.

Step 2

Click on your Portfolio profile then click on your Portfolio Settings.

Step 3

Click on the Migrate setting option.

Note, the migrate setting option is only visible and available when the portfolio in question is private. Company portfolio settings do not have the "Migrate" setting option. If you create a portfolio to company status or migrate a private portfolio to company status, you will not be able to revert to set or revert the migration back to private status.

Step 4

Click on the "Assign" button and your private portfolio will be migrated to company status.