My Portfolio
A portfolio is automatically created when you have 2 or more companies registered. How do I add a second company? A Portfolio gives a user a very usef...
Wed, 20 Jan, 2021 at 12:24 PM
Once you have completed the import of one company you can create a Portfolio simply by clicking on the grey 'Import Company' button that you will se...
Tue, 15 Jun, 2021 at 4:31 PM
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 Comp...
Wed, 11 Jan, 2023 at 9:35 AM
Sometimes a 'Check Alert' sign like the one below will show against one or more companies on the portfolio screen. You will see colour coded ...
Fri, 18 Jun, 2021 at 10:58 AM
Having completed the set up of your first company it is easy to add others. We call an account with 2 or more companies a Portfolio. You create a Port...
Tue, 15 Jun, 2021 at 4:33 PM
It is very simple to remove a company from your Portfolio. 1. On the Portfolio page click on the pencil icon opposite the company. Note: If you have o...
Fri, 21 Jul, 2023 at 3:47 PM
The Portfolio screen allows you to easily manage a great number of companies. There are 11 options: 1. Clicking on the grey "Your Portfolio"...
Tue, 15 Jun, 2021 at 4:34 PM
Sometimes it is necessary to remove a company and re-import it back into your Portfolio. Inform Direct makes this easy to do. (This can be useful if perso...
Thu, 21 Apr, 2022 at 3:46 PM
Sometimes we are asked to 'move' a company from one Portfolio to another. This will often be the case if: A. A user did not set up a portfolio...
Tue, 27 Oct, 2020 at 4:59 PM
It is very simple to remove a dissolved company from your Portfolio. 1. On the Portfolio page click on the pencil icon opposite the company. 2. This w...
Tue, 27 Oct, 2020 at 5:00 PM