How to Transfer Ownership

All About Transferring Ownership

Only Owners can Transfer Ownership.

Ownership can only be transferred to current Administrators.

Ownership transfers cannot be undone.


How to Transfer Portfolio Ownership

  1. Click on the Settings icon in the left side navigation bar
  2. Select 'Access' tab
  3. Select the checkbox next to the user you'd like to transfer ownership to.
  4. Click the 'Transfer Ownership' button at the top of the screen.
  5. Confirm ownership transfer.

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