Once you have completed the import of one company you can add other companies and thereby create a Portfolio simply by clicking on the grey 'Import Company' button that you will see at the top of your dashboard.



If you need further assistance with the import process then please see: 


What Does Step 4 of the Set Up Wizard Do?


What Does Step 5 of the Set Up Wizard Do?


You can add further companies in the same way.


If you Form a New Company using Inform Direct this will also be added to your Portfolio automatically once successfully formed.


Note: If you have two or more companies already registered with Inform Direct but they have different logins you will have to contact us on support@informdirect.co.uk if you want them both under one login. We will be glad to do this for you. Just tell us which of the login emails you would like to use.