How to close a portfolio account

You must be the Portfolio Owner to close a portfolio.

You will learn

Learn how to close a portfolio account in Klaviyo, which permanently deletes the portfolio and its metrics. Closing a portfolio unlinks all accounts, but has no other impact on any linked account.

This article only includes instructions for portfolios. For information about closing a regular account, see how to cancel, close, or downgrade an account to free.

Close a portfolio

Closing a portfolio deletes it and any data in that portfolio.

Once deleted, you cannot recover the portfolio. Instead, you must recreate it by manually linking each account again and re-establishing the metrics.

If you are the Portfolio Owner, click the account name in the bottom left.
Select Settings > Portfolio.
Scroll down to the Close portfolio section
Select the Close portfolio button.
Choose the reason why you’re closing the portfolio:
- Consolidating portfolios
  - We are consolidating portfoliose
- Issue with portfolio
  - Portfolio is difficult to use.
  - Portfolio doesn't have the features or functionality I want.
  - Portfolio has issues or bugs.
- Other
  - Testing out portfolio
  - No longer needed
Optional: tell us more about why you're closing, so Klaviyo can make improvements.
Select Continue in the upper right.
Export the following before continuing by clicking the Export CSV buttons:
- Billing
- Metrics
Select Continue in the upper right.
Confirm the name of the portfolio (it is not case sensitive).
When you are ready to finish deleting this portfolio, select Close portfolio.
- This action deletes all of the portfolio’s data.