Mobile Upload- Different Portfolio

[dbender54]

I'm using Professional 2016. I have two main portfolios, with sub-portfolios in each. The main portfolio is set to upload to the web portal and accessible in the Android app.
Is it possible to set up an additional log-in that (under Fundmanager) for the second portfolio that uses a different user login, such that it changes when I open the second portfolio and could (with each login) switch between views (on the web portal anyway)? What I'd hope might happen is that when I opened the second portfolio, their would be the option to set up a second log-in. I don't want to delete the main portfolio if possible.

[Mark]

Hi dbender54,

In the Personal/Professional versions you can only have a single mobile/web account. You'll have to pick a particular portfolio file to use. I would suggest combining your 2 separate portfolios into 1. That makes everything easier, as all your data is available. If you want separatation, just create another level of sub-portfolio hierarchy, like:

Code: Select all

- Master
  - Top 1
  - Top 2

and put first portfolio file in "Top 1" and your second in "Top 2".