Click on the tav of the account that you wish to save.
If you wish to save the account as a certain name, select the "Save As" option from the Action menu.
Otherwise you may select save under the current name by selecting the "Save" option or clicking on the "Save" icon.
If you have selected "Save As", a window appears for you to enter the name that you wish to save the file under. Enter the name and click "OK". This will save a copy of your account as a non real-time user account.
The account will be saved under the specified name.
On revisiting the portfolio screen the user should see that the existing account has maintained the changes made or be able to open the account under the name it was saved as.