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Create Profile Fund Categories

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

  1. Navigate to the Profiles page.
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  2. Click Profile Types in the left-side menu.
    profiles_2.png

  3. Click Add Fund Cat in the left-side menu.
    profiles_3.png

  4. Enter a Name.
    profiles_4.png

  5. Click Create.
    profiles_5.png

Example Profile Fund Categories
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