Adding portfolios in Account Aggregation

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  1. While in the NetStaff CS tab of the navigation pane, click the Account Aggregation link.

    Note: If you don’t see this link, you don’t have access to Account Aggregation.

  2. Click the Add Portfolio icon.
  3. Enter a name for the portfolio and click Save.
  4. Add accounts to the portfolio.

Related topic: Account Aggregation overview

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