Business Portfolio

The Business Portfolio is Meta's top-level business unit that owns and bundles all business assets: Facebook Pages, Instagram accounts, WhatsApp Business Accounts and ad accounts. It was formerly called the Business Manager account.

What is a Business Portfolio?

The Business Portfolio is Meta's top-level organizational container for a company. It owns and manages all business assets, meaning Facebook Pages, Instagram accounts, WhatsApp Business Accounts and ad accounts. It used to be called simply the Business Manager account.

Meta's hierarchy goes: Business Portfolio, below it the WhatsApp Business Account, below that the individual phone numbers. Important: a WhatsApp Business Account always belongs to exactly one portfolio and cannot simply be moved afterwards.

One portfolio, not several

For a single company, the rule of thumb is: create only one portfolio. Multiple portfolios leave your assets scattered and access rights hard to track. Agencies, by contrast, often manage several portfolios, one per client.

You manage your portfolio in the Meta Business Suite under Business settings.

Business Portfolio and SendSeven

When connecting WhatsApp via Embedded Signup, you pick an existing Business Portfolio in SendSeven or create one directly. The portfolio stays your account with Meta. Our guide to the Facebook Business Manager explains how to set it up cleanly and secure it.