How to add or remove an account from a portfolio

How to add or remove an account from a portfolio

Estimated 2 minute read

Updated Jul 7, 2025, 12:00 AM EST

Table of contents

You will learn
Add an account to a portfolio
Remove an account from a portfolio
Additional resources

To add an account, you must be the portfolio Owner and an Owner or Admin in the account you want to add. To remove an account, you can use the portfolio as its Owner, or use the account as an Owner or Admin.

You will learn

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

This article is only for those with an existing portfolio. If you do not have a portfolio, see how to set up a portfolio.

Add an account to a portfolio

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

Select Add accounts in the upper right.
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.

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:

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

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

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:

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

Click Remove in the modal.

Additional resources

How to add or remove a portfolio user

Learn how to add or remove users from a portfolio. - Understanding portfolio reporting

Learn about the reporting tools and functionality for portfolios. These features enable you to easily aggregate and analyze your data across multiple accounts (such as if you have different brands or use separate accounts for different regions). - Understanding portfolio user roles

Learn about the roles and permissions for portfolio users. This article outlines both static portfolio user roles and how to create a custom user role.

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