How to add or remove an account from a portfolio

You will learn

Learn how to add or remove an account from an existing portfolio in Klaviyo.

Add an account to a portfolio

1. Log in to your portfolio account.
2. Navigate to Manage > Accounts.
   

3. Select Add accounts in the upper right.
4. Check the boxes for the account(s) you want to add in the Available tab.
   Note: you must be an Owner or Admin in the account you want to add. Accounts appear under the Unavailable tab if you are not an Owner or Admin, or if they have reached their limit for linked portfolios.
   

5. Select Add.

Remove an account from a portfolio

You can remove an account from a portfolio from either the portfolio or through the account directly. Removing an account unlinks it from the portfolio; it does not delete the Klaviyo account or its data. To add it back, the portfolio Owner must follow the steps above.

A portfolio must contain at least 1 account. You cannot remove its last account using either method below. Add another account first if you want to keep using the portfolio.

Portfolio instructions

Only the portfolio Owner can remove an account from within the portfolio. You do not need a role in the linked account to remove it this way. To do so:

1. Log in to your portfolio account.
2. Navigate to Manage > Accounts.
   

3. Search for the account you want to remove.
4. Click the 3-dot menu next to that account.
5. Click Remove from portfolio.
   

6. Confirm by clicking Remove in the modal.
   

Account instructions

From within an account, any Owner or Admin in the account can remove it from a portfolio:

1. Log in to that account.
2. Click the account name on the bottom left.
3. Navigate to Settings > General > Account.
4. In the Portfolio section, open the 3-dot menu next to the portfolio you want to leave and select Remove.
   

5. Click Remove in the modal.
   

Additional resources