Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you get access, here is a step-by-step guide on how you can assign an existing portfolio to a new client. A client profile needs to be created first. For instructions on how you can add a new client in Diversiview, click here.
1. Locate Your Analysis History:
- In your Diversiview dashboard, scroll down until you reach your analysis history.
- In your portfolio details, click on the “Assign Client” button.
2. Assign Client To Portfolio:
- In the pop-up, select the client you wish to assign to the portfolio by clicking on their name from the drop-down menu. A client profile needs to have been created first. For instructions on how you can add a new client in Diversiview, click here.
- Once the client has been selected, click
.
3. View Assigned Portfolio:
- When you view the assigned portfolio, you can check if the right client is assigned at the top of the Analysis Report.
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