Guide: Creation of Virtual Portfolio For Existing Account
Introduction
Reluna Platform has a special workflow to create a Virtual Portfolio for Existing Account. Workflow consists of several steps that lead to creation of a new virtual portfolio.
How to create Virtual Portfolio for existing account
Before creating a portfolio, make sure that the following requirements are met:
access to view and create the virtual portfolio
access for viewing by authorized persons
STEP 1: How to create a virtual portfolio
Go to the Portfolios section and click on the Workflow button on the right.
![Screenshot 2024-01-10 at 8.41.27 AM.png](../__attachments/3776413742/Screenshot%202024-01-10%20at%208.41.27%20AM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
Select Virtual portfolio for an existing account.
If the portfolio account already exists, use the "Existing Portfolio" option.
If the portfolio does not exist, use the "Create new portfolio" option. Fill in the required information. Fields marked with an "*" are mandatory fields.
Click the “Next” button
![Screenshot 2024-01-10 at 8.48.55 AM.png](../__attachments/3776413742/Screenshot%202024-01-10%20at%208.48.55%20AM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
![Screenshot 2024-01-10 at 8.47.56 AM.png](../__attachments/3776413742/Screenshot%202024-01-10%20at%208.47.56%20AM.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
![](../__attachments/3776413742/image-20230823-104810.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
STEP 2: Add the authorized person(s) to the portfolio
Add an authorized person
When you click the "Next" button in the "Existing Portfolio", the client name is pulled up automatically.
![](../__attachments/3776413742/image-20231211-150135.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
If an authorized person already exists, use the "Add Client" option.
If the authorized person does not exist, use the "Create Client" option.
Fill in the required information. Fields marked with an "*" are mandatory.
Click the "Save" button.
![](../__attachments/3776413742/image-20230824-073958.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
After adding an authorized person click "Next" button.
![](../__attachments/3776413742/image-20230824-074056.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
FINAL STEP: Confirming the creation of a Virtual Portfolio for an existing account
Click the "Create" button to create a new virtual portfolio for an existing account.
![](../__attachments/3776413742/image-20230823-113124.png?inst-v=e7cfaaed-5e35-41d4-ab6d-084baa0fb6c2)
A Virtual Portfolio had been created successfully.