Add account to portfolio

Portfolios allow lenders to categorize their line of credit accounts. Many lenders use portfolios in tandem with rules to automate categorization. Note the following when using this request:

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:

• Database – Line of Credit Portfolios (line_of_credit__portfolio)
• Database – Line of Credit Account (line_of_credit_entity)
• Database – Line of Credit Settings (line_of_credit_settings_entity)

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