Assign Funds to a Team

1. Go to Funds > File Maintenance > Fund Association Teams.

2. Click the Team Funds tab.

3. Click the New icon in the upper left.

4. Click the down-arrow in the Fund ID column.

5. Locate the fund in the Fund Lookup and double-click on the row.

6. Click the Save icon in the upper left.

Tip: To remove a fund from the team, click on the fund on the Team Funds tab and click the Delete icon in the upper left.