Close a Fund

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Written by Nick Miles

Last published at: September 4th, 2018
  1. Navigate to the Funds page.
  2. Click on the Fund ID of the desired Fund
  3. Click Close from the left-side menu.
  4. Add a Fund Close Date.
  5. Click Close Fund.

Note: If there are Assets in the Fund, you will need to clear the Balances or Transfer the Assets to another Fund.