How do I add a Portfolio to my account?
First, you will need to obtain a Portfolio Code from your Foliotek Administrator. Once you have this code, follow these steps:
- Hover your mouse over the CHANGE/ADD PORTFOLIO link on the Assessment menu
- Select the + ADD PORTFOLIO button
- Enter your new portfolio code into the text box; (be sure to include all capital letters and dashes provided)
- Click the OK button to add the new portfolio