How do I setup a private / password protected portfolio?
Beneath Portfolio Management in your Account Management menu, click the name of the portfolio you want to restrict external access to
At the top of the next page, click the Password Protection link
Next to Restrict Access:, select Yes. Assign a username and password, then click the "Update" button.
You can also use our Private Portfolio invitation, located at the bottom of the Private Portfolio Settings page, to send login details to your customers
