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