We've redesigned how Client Portfolios are structured to give you more flexibility in how you organize client assets.
Accounts can now be assigned directly to Households without requiring a portfolio layer. This gives you the flexibility to present client assets in either two layers (Households and Accounts) or three layers (Households, Portfolios, and Accounts).
Your existing structures are not affected by these updates.
Moving accounts
Select an account, or multiple accounts using the checkboxes, and choose Move To. You can assign them to a Household or a Portfolio. Portfolio assignment is optional.
Integration imports
Accounts imported via an integration appear as a flat list under "No Households." You can then organize them into Households and Portfolios as needed.