Change the name, legal form, fiscal settings, payment details and address of an existing portfolio.
Edit portfolio details
Go to Settings;
Open the portfolio you want to edit;
Change the desired fields in the Details, Fiscal, Payment details or Address sections;
Click Save.
The country and type (business or private) are locked after creation and cannot be changed. For a shared portfolio, the name, kind and own share can only be edited by the account that owns the portfolio.
Updated on 8/29/2026
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