Selfwealth clients can manage multiple portfolios under a single login. The first portfolio you create will be designated as your 'default portfolio'. Your default portfolio will be selected automatically when you log into Selfwealth, and will also be credited with any free trades that are allocated to you for referrals.
You can change your default portfolio by following the below steps:
1. Log in to the Selfwealth website.
2. Click Settings on the left-hand navigation bar (you may need to scroll down to see this option).
3. Click the Portfolio tab.
4. Locate the portfolio you would like to set as your default, then click the ( 
) icon and click Set as Default.
