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Is it possible to change my Portfolio Manager username? Follow

No. Once an account has been created in Portfolio Manager, it is not possible to change the username. 

However, as a work-around, you can create a new account and "transfer" and/or "share" your properties with this new account.

  1. Create a new Portfolio Manager Account
  2. Connect with the new account (you need to be “connected” with to share or transfer)
  3. Transfer/share all properties into the new account.
  4. Re-create all your Contact connections, especially if you are connected to a web service provider.


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