You can assign or reassign your Notes to different portfolios in your account from the My Notes page in your Member Center.
To assign a Note to a portfolio or move it from one portfolio to another:
- Sign into your Member Center, then navigate to the My Notes page.
- Select the checkbox next to the Note you want to move or assign. (Note: You can do this for multiple Notes at once.)
- Click Assign Notes to…, then select the portfolio you want to move the Note to
- Click OK to confirm your selection.
Your Note appears in the portfolio you selected.
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