Set the Distribution Type and Interval for Multiple Funds*

Written by Dana Kinsey

Last published at: May 13th, 2019

To set the Distribution Types for several funds at once: 

  • Select Bulk Edit from the left side menu of the Funds page

  • Then select the Distribution Type and the Distribution Interval from the drop-downs next to the Fund in the table.

    • Funds that do not receive a Distribution can remain blank.

  • Click the Update button at the bottom of the page to save your changes.