How do I add further accounts to a portfolio?

The portfolio system on FX Blue Live can be used by trading groups where each account in the portfolio is controlled by a different person. As a result, there is one account which "owns" a portfolio. If you are logged in as account A when you create a portfolio, then you need to be logged in to account A in future to make any changes to the portfolio.

To add a new account to an existing portfolio, follow these steps:

  • Log in to the account which owns the portfolio (not the account which you want to add)
  • Go to the Portfolio tab of the account which you want to add, e.g.
  • Click on the "Add to" button next to the name of the portfolio which you want to add the new account to.

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