Starting Questions

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:


  1. Hover your mouse over the CHANGE/ADD PORTFOLIO link on the Assessment menu
  2. Select the + ADD PORTFOLIO button
  3. Enter your new portfolio code into the text box; (be sure to include all capital letters and dashes provided)
  4. Click the OK button to add the new portfolio