Add account to portfolio

This request adds a line of credit account to a Portfolio.

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Portfolios allow lenders to categorize their line of credit accounts. Many lenders use portfolios in tandem with rules to automate categorization:

  • A line of credit can be categorized in multiple portfolios at a time.
  • Sub-portfolios also exist as a way to allow greater categorization.

For an example of how portfolios work within the UI, take a look at our Line of Credit Settings ↗ article.

Database

For information on Line of Credit database tables, see the following articles:

{
    "Portfolios": {
        "results": [
            {
                "__id": 20
            },
            {
                "__id": 21
            }
        ]
    },
    "SubPortfolios": {
        "results": [
            {
                "__id": 10
            }
        ]
    }
}
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Authorization
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