How to Create Your Meta Business Portfolio and Ad Account

Before you begin

• A Facebook Page for the business.
• Access to Meta Business Suite from the Facebook profile that manages the Page.
• A working business email address.
• A valid payment card for the advertising budget charged directly by Meta.

Create the Business Portfolio

1. 1

   Open Meta Business Suite

   Open the business Page and select Meta Business Suite from the left menu.

2. 2

   Open Ads Manager

   From Meta Business Suite, select Ads Manager and open the account overview.

3. 3

   Open the account selector

   Click the box with the account number at the top left.

4. 4

   Create a Business Portfolio

   Select Create Business Portfolio, then enter a recognizable business name, your name, and a valid contact email.

   

5. 5

   Add the Facebook Page

   Select the Page that will be used for the business and its ads.

   

6. 6

   Choose who has access

   Invite another person by email only if they also need to manage the business. Otherwise, continue without adding anyone.

7. 7

   Confirm the portfolio

   Review the assets and finish creating the Business Portfolio.

Create the ad account

1. 1

   Return to the account selector

   Select the Business Portfolio you just created.

2. 2

   Create a new ad account

   In the ad accounts area, select Create a new ad account.

3. 3

   Use a clear name

   Use the business name and add "Ads" or "Advertising" so it is easy to identify later.

   

4. 4

   Select the time zone

   For Mexico, choose America/Mexico_City. If the business operates elsewhere, select its correct local time zone.

5. 5

   Select the currency

   For Mexico, choose Mexican peso (MXN). For another country, choose the currency used to pay for advertising.

   

6. 6

   Accept Meta's terms

   Confirm the commercial terms and privacy policies, then create the ad account.

Add the payment method

1. 1

   Confirm the associated Page

   Check that Meta is using the correct Facebook Page.

2. 2

   Select Add payment method

   Choose Debit or credit card. Meta may also display other payment options depending on the country.

   

3. 3

   Enter the card details

   Add the cardholder name, card number, expiration date, and security code exactly as they appear on the card.

4. 4

   Save the payment method

   Meta will charge the advertising spend directly to this card. The ASIO subscription does not include the advertising budget.

Verify access

1. 1

   Open Business settings

   In Meta Business Suite, select the gear icon or Settings.

2. 2

   Check the Page

   Confirm that the correct Page appears and that your user has full access.

3. 3

   Check People

   Confirm that your user is active and has the required permissions.

4. 4

   Check Ad accounts

   Confirm that the new ad account is inside the Business Portfolio and that you can access it.

   

How to confirm you are finished