How to add and edit a portfolio owner:
Click the orange profile icon on the top right corner of the screen, then click on "Portfolio Owners" under your profile information.
2. Click the "Add Owner" button on the top left side of the screen.
3. Fill in the necessary information about the new owner. Once complete, click the "Save" button.
4. Once you’ve added owners, you can edit their information by selecting the owner you wish to edit and clicking the "Edit" button.
5. Adjust the information you want to change, then click the "Save" button.
Another option is to edit the ownership through the “My Portfolio" section:
Go into management, click on ‘My Portfolio’ under data management.
2. Find the property you wish to add an owner to, then select the pencil icon to edit.
3. Under the General Info tab, scroll down to the Ownership section. Click on "Add Owner".
5. Select either an owner from the dropdown list or select "Create New Owner".
If you select ‘Create New Owner’ enter their name and click the blue ‘Create’ button.
6. Add the percentage of ownership each owner has in the property
