How to work with Investment Accounts in the Fund Investment Tool
  • 29 Nov 2024
  • Contributors
  • Dark
    Light
  • PDF

How to work with Investment Accounts in the Fund Investment Tool

  • Dark
    Light
  • PDF

Article summary

How does the Fund Investment Tool handle investment accounts? If I have several investment accounts tied to a pool, how can I set up income allocations so that those individual investment accounts are part of the pool?


Answer:
The Fund Investment Tool currently does not have the ability for investment account functionality. A separate pool has to be created for each investment account or combine the investment accounts under one GL account in the finance system and use that GL account as the pool account.


Was this article helpful?