Close a Fund
- Select Funds from the Home page.
- Search for a Fund and select from the drop-down, or click List to select from a list of all funds.
- If you clicked List, select the ID of the fund that you want to close.
- Hover your cursor over the left-side menu, scroll to the bottom, and click Close.
- If needed, click the calendar icon to modify the Close Date, then click Close Fund.
- A Fund Closed banner will now display at the top of the fund.
Open a Fund
- Hover your cursor over the left-side menu, scroll to the bottom, and click Open.