How do I connect to Financial Edge from the Fund Investment Tool?
  • 04 Feb 2025
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How do I connect to Financial Edge from the Fund Investment Tool?

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Article summary

How can I connect to Financial Edge from the Fund Investment Tool?


Answer:

On the log in screen, click 'Connect to Finance System'

OR


Once logged in, you can also click the icon next to your log in name to connect. If you see an exclamation mark like shown below, this means you are not connected:


Once you click on the exclamation mark, you will see this window below. Click Yes to connect:



Once connected to Financial Edge, you will see this message on the lower right side of the screen:

The icon next to your log in name will change as shown below once connected to Financial Edge:



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