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Merge Your Properties Into One Statement

  1. Go to the My Portfolio screen.
  2. Check how your properties are currently set up.
    • If you have multiple properties under the one folio code, all of these properties will appear on one statement. There isn’t anything that needs to be done for these properties.
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  3. If your properties are split between folios, each will be on a separate statement. Contact your Property Manager and request that the properties be merged into one folio.
    • If your properties are managed by different agencies, they cannot be merged on to one statement.

    • Previous transactions before the merge will not be transferred over to the new folio. All previous transactions will still be recorded on the previous folio.

    • You will also receive multiple EOFY statements for that year.

      • A combined statement from before the merge and separate statements after the merge.
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