Add account to portfolio

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

 Click here to learn more about portfolios

Portfolios

Portfolios allow lenders to categorize their line of credit accounts. Many lenders use portfolios in tandem with rules to automate categorization. Here's what you need to know about 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:

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