Create Profile Fund Categories

Profile Fund Categories define the relationship between a profile and a fund.

1. Navigate to the Profiles page.
   
   
   
2. Click Profile Types in the left-side menu.
   
   
   
3. Click Add Fund Cat in the left-side menu.
   
   
   
4. Enter a Name.
   
   
   

5. Click Create.
   

Example Profile Fund Categories