Editing Funds


After creating a fund, you may need to make a correction. As such, you will want to go into the fund and change it appropriately.

To edit a setting or fix a typo within an existing fund,

  1. Click on the gear icon and select “Funds.”
  2. Find the fund and click on the pencil icon to the far right to enable editing on any aspect of the fund.
  3. Change the name or settings of the fund as you need.
  4. Click the “Save” button on the right side of the page.
  5. If you need to rearrange your fund list, click on the dots to the left of the fund name to drag and drop your new fund where you’d like.