Adding a Portfolio to an Account

Link a Midaz Account to a Portfolio from the Console — either from the Accounts list or the edit form — to group Accounts under one customer or wallet.

Use Portfolios to group Accounts that belong to the same Entity. To add an Account to a Portfolio, follow one of these procedures:

Adding from the Accounts page

If the Account does not belong to a Portfolio yet, add it directly from the Accounts page. Follow these steps:

1. Click the Link option in the Portfolio column of the Account you want to add.

2. The Console displays the form to edit the Account.

3. Switch to the Portfolio tab and select the Portfolio you want.

4. Click the Save button to link the Account to the selected Portfolio.

Add by editing the Account

You can also edit the Account to add or change its Portfolio:

1. On the Accounts page, find the Account you want to edit. Click the three dots () in the Actions column. Select Details to open the Account details page.

2. Click the Edit button. In the edit form, select the Portfolio you want.

3. Click the Save button to confirm the procedure.

API equivalent

Update an Account endpoint