Link Fund to Profile

Written by Nick Miles

Last published at: March 27th, 2019
  1. Click Profiles from the Home page.
  2. Click List or search for the profile.
  3. Click Link Fund from the left-side menu.
  4. Enter the name of a Fund and select from the drop-down list.
  5. Enter the name of a profile fund Category and select from the drop-down list.
    • To learn how to create profile fund categories, click here
  6. Click Create.