Why can't I merge my portfolios?
If you see a "Not Mergeable" label on a portfolio, it means it doesn’t meet the requirements for a self-service merge. This may be due to one or more of the following reasons:
There are pending tasks, such as unaccepted securities, in the portfolio's Tasks menu.
There are pending transactions, like an exercise or tender offer.
A merge request has already been submitted.
You don’t have admin access to a portfolio you want to merge.
The portfolio contains public or LLC company holdings.