Working with Pools

Updated on 22 Apr 2024
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Working with Pools

An Investment Pool is a group of Funds whose assets are combined in order to gain economies of scale with respect to purchasing and selling investments, administration, and fees. Each Pool contains the assets of at least two Funds and may be invested in one or many Investment Accounts.

Creating Pool Records

Creating a Zero Balance Pool

Keeping a Pool within a Pool

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Creating Pool Records