> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# 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:

<Steps>
  <Step>
    Click the **Link** option in the **Portfolio** column of the Account you want to add.
  </Step>

  <Step>
    The Console displays the form to edit the Account.
  </Step>

  <Step>
    Switch to the **Portfolio** tab and select the **Portfolio** you want.
  </Step>

  <Step>
    Click the **Save** button to link the Account to the selected Portfolio.
  </Step>
</Steps>

## Add by editing the Account

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

<Steps>
  <Step>
    On the **Accounts** page, find the Account you want to edit. Click the three dots (<Icon icon="ellipsis-vertical" />) in the **Actions** column. Select **Details** to open the Account details page.
  </Step>

  <Step>
    Click the **Edit** button. In the edit form, select the **Portfolio** you want.
  </Step>

  <Step>
    Click the **Save** button to confirm the procedure.
  </Step>
</Steps>

<Card title="API equivalent" type="tip" horizontal>
  [Update an Account endpoint](/en/reference/midaz/update-an-account)
</Card>