How to add a family group or reference number to a Fund profile

A family group or reference number can be used to identify and sort Trusts, which is a great way to add an extra level of organization to your Trusts.

To add a reference number of family group, navigate to Menu > Fund.

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Click on a Fund from your Fund list, and select “See full profile”.

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Click on ‘Update Trust details’ to edit/update the Fund Profile.

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A pop-up screen will appear and prompt you to input a reason for the change.  

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Click on continue to edit the Fund Profile.

Then click on ‘EDIT’ on the Fund information section of the profile.

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Enter the Reference number and/of Family Group and press Save.

You can search for a reference number or family group in the search toolbar available on the Fund List.

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