The Fund Advisor designation enables two system functions: statements and fund advisor portal access. However, when you have multiple advisors on a fund or a fund changes advisors, you may need to track additional information about relationships to funds. Examples include Fund Founder and Successor Advisor. Linking a profile to a fund using Profile Fund Categories adds additional information about fund relationships which is available in reports. It does not enable statements or provide access to the fund advisor portal.
Create Profile Fund Category
- Navigate to the Profiles page.
- Click Profile Types on the left-side menu.
- Click Add Fund Cat on the left-side menu.
- Enter a Name and click Create.
Link Profile to Fund
- Navigate to a profile.
- Click Link Fund in the left-side menu.
- Enter a Fund and Category, then click Create.
- Fund: Start typing the name of a fund and select from the drop-down.
- Category: Click the Category field and then select the category from the list.
Once the link has been established, it appears on both the profile and fund record.
Delete Profile Fund Category
When you delete a profile fund category, you have the option to delete the category and all associated profile/fund links, or reassign the profile/fund links to another category.
- Navigate to the Profiles page.
- Click Profile Types on the left-side menu.
- Click the ID of a Profile Fund Category.
- Click Delete on the left-side menu.
- If the category has not been used to connect profiles and funds, it will be deleted and you'll be directed back to the Profile Types page. If the category has been used, proceed to step 5.
- Select a Delete Option, then click Submit.
- If you select Delete and reassign, select a Reassign Category from the drop-down menu.
- If you select Delete and reassign, select a Reassign Category from the drop-down menu.