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:
- From the Fund Advisor page, select Set Tab Permissions from the left side menu.
- Click Assign By Fund.
- Select the fund name.
- 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.
- Click Update.