---
title: "Use the Portfolio Management Page"
slug: "use-portfolio-management-page-partners"
updated: 2026-01-05T15:51:08Z
published: 2026-01-05T15:51:08Z
canonical: "resource.payrix.com/use-portfolio-management-page-partners"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://resource.payrix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the Portfolio Management Page

The Portfolio Management page contains a downloadable list of all merchants under the partner, including active, enrolled merchants as well as those merchants currently pending boarding.

To access the Portfolio Management page:

1. Access [Merchants](/v1/docs/merchants-partners) in the [Management](/v1/docs/management-partners) category in the left navigation panel.
2. Click the **Plus** icon next to Merchants to open a dropdown menu.
3. Click **Portfolio Management** to open the Portfolio Management page.

## Use Cases

Your Portfolio Management page supports the following use cases:

- **Boarding Status:** Filter merchants by their current status, boarding to your platform.
- **Search:** Complete basic or advanced searches of your merchants using any collected merchant data.
- **Merchant Info:** View all transaction data, risk compliance, business, and account information for any merchant.

## Risk Use Cases

Your Portfolio Management page supports the following risk use cases:

- **Account Overview:** View all business and account information for a merchant, including OFAC compliance, Customs watchlist, compliance, and Business Authentication confirmation.
- **Setup Details:** View all setup parameters of your merchants, such as Transaction Limits, Payouts, and merchant fees.

## Portfolio Management Table

Locate merchants and other entities in the main table on the Portfolio Management page. Individual entities are listed by row. The default view includes the following columns:

- **Entity ID:** The Payrix Pro platform-generated ID associated with the entity.
- **Legal Business Name:** The legal business name associated with the entity.
- **Date Created:** The date that the entity was added to the system.
- **Entity Status:** The status of the entity; Active or Inactive.
- **Division Name:** The portfolio name that includes all merchants associated with a partner-level account.
- **Merchant ID:** The Payrix Pro platform-generated ID associated with the merchant.
- **DBA:** The Doing Business As name associated with the entity.
- **Last Transaction Date:** The date and time of the last transaction associated with the entity.
- **Available Balance:** The dollar amount balance available to the entity.

### Filter your Portfolio by Merchant Boarding Status

Select a merchant boarding status filter buttons to filter your merchants by:

- **Ready:** Merchant is ready to begin boarding.
- **Boarded:** Merchant has successfully boarded to the platform and may begin processing payments.
- **Manual Review:** Merchant submission requires and additional manual review of information and documentation.
- **Denied/Closed:** The Merchant’s submission was closed for one of the reason categories shown below:
  - **Rejected:** The Merchant account was rejected for payment solution servicing after review.
  - **Fraud:** Merchant or submission was determined to be fraudulent.
  - **No Response:** No communication from the Merchant in the expected timeframe for verification/validation requests (in other words, a documentation request).
  - **Withdrawn:** Merchant submission was withdrawn by the Merchant.
- **Show inactive:** Toggle displaying Merchants no longer active/boarded on your payments platform.

### Portfolio Management Table Actions

The Portfolio Management table supports the following actions:

- Access any [Merchant Profile](/v1/docs/merchant-profile-partners) by clicking any information in a row on the Portfolio Management Table.
- Click the **Show Inactive** checkbox to show inactive merchants in the table. You can also use the [Portfolio Management table customizations](/docs/portfolio-management-partners#customize-your-portfolio-management-table) to view inactive merchants.

## Related Pages

Click the links or items in the Portfolio Management page to access any of the following pages:

- [Management](/v1/docs/management-partners)
- [Merchants](/v1/docs/merchants-partners)
- [Table Search and Sort Instructions](/v1/docs/table-search-and-sort-instructions)