Edit a Portfolio

You can edit your Portfolio by changing its name or uploading/updating the Terms & Conditions and Privacy Documents.

To do this follow these steps:

  1. Select the Entity where you have created the Portfolio that you want to edit.
  2. Go to Settings.
  3. Click on Portfolios.
  4. Select the Portfolio you want to modify and click on Edit from the the drop-down menu.

Edit Portfolio.png