I want to change the portfolio name.

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I want to change the portfolio name.

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A portfolio name can be changed at any time. You can use an auto-generated name as well as create an original one on the portfolio settings. Give your portfolio a distinctive name to make it easier to identify or to catch others' eyes.

Change the name and description of your portfolio as follows.

Step 1

After logging in to Client Manager, open the left sidebar and choose the portfolio to edit under "Portfolio".

After logging in to Client Manager, tap the 3 lines icon （≡） in the top left corner and choose the portfolio to edit under "Portfolio".

Display the portfolio screen
Display the portfolio screen

Step 2

Go to (1) Portfolio settings and click (2) "Change" of the portfolio name section under "Portfolio settings".

Go to (1) Portfolio settings and tap (2) "Change" of the portfolio name section under "Portfolio settings".

Change the portfolio settings 1
Change the portfolio settings 1

Step 3

Enter (1) the new name and click (2) "Update".

Enter (1) the new name and tap (2) "Update".

Change the portfolio settings 2
Change the portfolio settings 2
caution Note

A portfolio name can be up to 12 full-width or 25 half-width characters.

Step 4

If the message "Portfolio information has been updated" appears, the process has been completed.

Name has been changed
Name has been changed

作成日

Created

：2023.07.25

最終更新

Last updated

：2024.11.06

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