Designate a Primary Fund Advisor

Written by Meredith Howard

Last published at: August 28th, 2020

Adding a primary fund advisor to a fund allows for additional reporting fields to be available in the custom financial reporting area. To designate a primary fund advisor to a fund:

  1. From the Fund Advisor page, select Set Tab Permissions from the left side menu.
  2. Click Assign By Fund.
  3.  Select the fund name.
  4. You will see a list of all advisors for the fund. Next, assign the Primary Advisor by check marking the advisor in the first column of the list. 
  5. Click Update.