{"id":1125,"date":"2024-12-02T23:46:36","date_gmt":"2024-12-02T23:46:36","guid":{"rendered":"https:\/\/diversiview.online\/help\/?p=1125"},"modified":"2025-03-13T22:00:46","modified_gmt":"2025-03-13T22:00:46","slug":"how-to-assign-a-client-to-an-existing-portfolio","status":"publish","type":"post","link":"https:\/\/diversiview.online\/help\/how-to-assign-a-client-to-an-existing-portfolio\/","title":{"rendered":"How To Assign A Client To An Existing Portfolio"},"content":{"rendered":"\n<p><a href=\"https:\/\/diversiview.online\/contact\">Contact our Help Team<\/a> 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, <a href=\"https:\/\/diversiview.online\/help\/?p=944\">click here<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-2134f7890460ce2a7b9b10ae727de8f9\" style=\"font-size:25px\"><strong>1. Locate Your Analysis History:<\/strong><\/h2>\n\n\n\n<ul>\n<li>In your Diversiview dashboard, scroll down until you reach your analysis history.<\/li>\n\n\n\n<li>In your portfolio details, click on the &#8220;Assign Client&#8221; button.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-45-1024x576.png\" alt=\"Assign client to an existing portfolio.\" class=\"wp-image-1131\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-45-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-45-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-45-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-45.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-5009b492ba04e038ec4cf98be76bc7ea\" style=\"font-size:25px\"><strong>2. Assign Client To Portfolio:<\/strong><\/h2>\n\n\n\n<ul>\n<li>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, <a href=\"https:\/\/diversiview.online\/help\/?p=944\">click here<\/a>.<\/li>\n\n\n\n<li>Once the client has been selected, click <img loading=\"lazy\" decoding=\"async\" width=\"70\" height=\"33\" class=\"wp-image-1132\" style=\"width: 70px;\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Save-button-in-Diversiview.png\" alt=\"Save button in Diversiview\">.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-46-1024x576.png\" alt=\"How To Assign A Client To An Existing Portfolio\" class=\"wp-image-1133\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-46-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-46-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-46-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-46.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color has-link-color wp-elements-3f9d4fe80c1376602c3044be63836021\" style=\"font-size:25px\"><strong>3. View Assigned Portfolio:<\/strong><\/h2>\n\n\n\n<ul>\n<li>When you view the assigned portfolio, you can check if the right client is assigned at the top of the Analysis Report.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-47-1024x576.png\" alt=\"Check which client your portfolio is assigned to.\" class=\"wp-image-1134\" style=\"width:700px\" srcset=\"https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-47-1024x576.png 1024w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-47-300x169.png 300w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-47-768x432.png 768w, https:\/\/diversiview.online\/help\/wp-content\/uploads\/2024\/12\/Diversiview-Help-Getting-Started-47.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Ready to analyse and optimise your client&#8217;s investment portfolio? <a href=\"https:\/\/diversiview.online\/login\">Log in<\/a> or <a href=\"https:\/\/diversiview.online\/register\">sign up<\/a> to your account today and get invaluable insights<\/strong> <strong>into accurate asset allocation.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"How To Assign A Client To An Existing Portfolio | Diversiview Help","_seopress_titles_desc":"Learn how you can sssign a client to an existing portfolio to analyse and optimise in your professional Diversiview dashboard in a few quick steps.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[102,5],"tags":[],"_links":{"self":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1125"}],"collection":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/comments?post=1125"}],"version-history":[{"count":5,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1125\/revisions"}],"predecessor-version":[{"id":1346,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/posts\/1125\/revisions\/1346"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/media?parent=1125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/categories?post=1125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/help\/wp-json\/wp\/v2\/tags?post=1125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}