The Fund Advisor designation enables two system functions: statements and access to the Fund Management tab of the Portal. 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 that is available in reports. It does not enable statements or provide access to the Fund Management tab of the Portal.
Create Profile Fund Category
- Navigate to the Profiles page and click Profile Types in the left-side menu.
- Click Add Fund Cat in the left-side menu.
- Enter a name, and then click Create.
Link Profile to Fund
- Navigate to a profile.
- Click the Relationships tab.
- Click Link Fund in the left-side menu.
- Enter the applicable Link Profile To Fund information, and then click Create.
Once the link has been established, it appears on both the profile and fund record.
Delete Profile Fund Category
When a profile fund category is deleted, the category and all associated profile/fund links can be deleted or the profile/fund links can be reassigned to another category.
- Navigate to the Profiles page and click Profile Types in the left-side menu.
- Click the Profile Fund Categories ID.
- Click Delete in the left-side menu.
- If the category has not been used to connect profiles and funds, it will be deleted, and the user will be redirected back to the Profile Types page.
- If the category has been used, proceed to step 5.
- Select a Delete Option, and then click Submit.
- If Delete and reassign is selected, select a Reassign Category from the drop-down menu.
- If Delete and reassign is selected, select a Reassign Category from the drop-down menu.