HOW TO EDIT FUND SUB-CATEGORIES

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HOW TO EDIT FUND SUB-CATEGORIES

Last Updated: 2017-09-29 11:04:20.0

Mouse Hover on LEFT.

Then Click on FINANCE, a list of features will appear and then you CLICK on Fund Categorization

A dropdown list appears and you CLICK on Manage Sub-Categories.

Manage Fund Subcategory

CLICK on the Pencil Icon to edit any fund sub-category of your choice.

Enter the new name for the sub-category and CLICK on Submit.

You can also change the status from Enabled to Disabled.