Fund Management
Navigate to the Advisor Funds Tab to review Funds associated to your Advisor Account
Funds need to be configured with Sharing Setting on the Fund in Salesforce to be accessible on the Portal to Advisors
Review the following article on how to Make a Fund available to a Community Advisor
- Click on the Funds tab
- Click on the Go button to view your Funds
- Click on the Fund Name to view Fund details
Navigate to the Advisor Funds Tab to review Funds associated to your Advisor Account
- Fund Details
- Fund Balances
- Closure Status
- Payment Allocations
