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View a List of Portfolios

Use the Portfolios - List tab to view a list of portfolios for a buyer or seller.

To view a list of portfolios

  1. In the Navigation Explorer pane, click Buyers or Sellers.

  2. Double-click a buyer or seller name. The information appears in the Information pane.

  3. Click the Portfolios - List tab.

Portfolio list

Related Topics

Portfolios

Data Grids