How to archive/unarchive a Fund

Refer to the following instructions for more information:

Archive Fund

To archive a Fund go to your Fund List ( Menu > Funds ), click on the 3 dots under Actions and select 'Archive'.

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To archive multiple Funds, select the specific Funds you would like to archive and click on the Actions menu, and choose 'Archive selected'.

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All archived Funds are available under the Archive folder, which you can access from the Fund List, by clicking on Archived in the 'Show' drop-down box.

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Unarchive Fund

To unarchive a Fund, go to the Archived folder and click on the 3 dots under Actions to select 'Unarchive'.

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 To unarchive multiple Funds, select the specific Funds you would like to unarchive and click on the Actions menu, and choose 'Unarchive Selected'.

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