Pools
  • 11 Sep 2024
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Pools

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Article summary

Pools

The Pools tab in Config shows all pools along with the fund count in each pool, checkbox indicating if the pool is an income pool, the pool account number, checkboxes to indicate if the pool is a fee pool or a spending policy pool.

Click the ellipsis button to either edit or delete a pool. When the pool is edited, more information is displayed in the pool such as the initial pool unit value, initial pool unit date and a list of funds in the pool.

Some fund names have been edited for security purposes.





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