Portfolios

Once funds have been created an advisor can then define *Portfolios, which are exactly the same as Funds, only they hold Funds instead of holding securities. This allows the advisor to re-use collections of securities for different user profiles.

Portfolios are what is assigned to an account during its creation, along with the riaID and riaProductID.

It should be noted that an account can only be assigned one portfolio at a time.