How to Use a Portfolio I want to change the name of the portfolio.

Subject:
individual
corporation

This article was : 

Published in 2024.05.14

Updated in 2024.09.04

An auto-generated portfolio name consists of the following order "Account number, Real/Demo (account), base currency, MT4/MT5". You can freely set the name of the portfolio. You cannot use a portfolio name already in use.

1. Choose the portfolio to edit (i)

After logging in to FXON portal, click "+" of portfolio in the left sidebar.
After logging in to FXON portal, tap "≡" in the top right corner, and tap "+" of portfolio.

1. Choose the portfolio to edit (i) 1. Choose the portfolio to edit (i)

2. Choose the portfolio to edit (ii)

You will see the portfolio list, click and choose the account to edit.
You will see the portfolio list, tap and choose the account to edit.

2. Choose the portfolio to edit (ii) 2. Choose the portfolio to edit (ii)

3. Change the portfolio name (i)

Click "pencil mark" to the right of the portfolio name.
Tap "pencil mark" to the right of the portfolio name.

3. Change the portfolio name (i) 3. Change the portfolio name (i)

4. Change the portfolio name (ii)

4. Change the portfolio name (ii) 4. Change the portfolio name (ii)

Enter the new name and click "Change".
Enter the new name and tap "Change".
【Tip】
  • A portfolio name can be up to 25 half-width characters.
  • The following characters can be used, "@ % + \ / ' ! # $ ^ ? : . ( ) { } [ ] ~ - _ ". If you try to enter with other characters, you will get an error.
  • You cannot use a portfolio name already in use.

5. Completion message

If the message "Information updatede is completed!" appears at the top, the process has been completed.Please check the portfolio name has been changed.

5.Completion message 5.Completion message

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