You can assign and reassign your Notes to different portfolios in your account from the My Notes page within your account. To assign a Note to a portfolio or to move it from one portfolio to another:
1. Click the box to the left of the Note.
2. Click the “Assign Notes to….” button and select the portfolio to which you would like to move the Note
3. Confirm your selection
4. Your Note will now appear in the portfolio you selected
