Why this matters
The Portfolio holds your ad accounts, Pages, pixels and domains. Correct setup prevents ownership disputes and access loss.
Step-by-step instructions
1
Open Business Settings
Top-right cog icon in Business Manager.
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2
Click Accounts → Ad Accounts → Add
Choose "Create a new ad account".
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3
Name the ad account
Use "[Brand] - UK - Prospecting" naming convention for clarity.
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4
Set time zone and currency
Europe/London, GBP. Both are immutable.
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5
Assign to your Business
Confirm it is owned by your Business Manager (not a personal ad account).
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Pro tips
- Keep one ad account per market / currency to avoid reporting mess.
- Name accounts consistently so agency reporting is tidy.
- Document who has owner-level access.
Common mistakes
- Claiming a personal ad account instead of creating a business one.
- Choosing USD by habit - reporting becomes painful.
- Deleting ad accounts with running campaigns.
What happens next
Add a payment method so campaigns can spend.