You can set the desired fund action for each client account as of a given quarter and apply a fund action globally for all of your client accounts via the 'Bulk Edit' feature. This feature can save you a significant amount of time, especially if you have dozens or hundreds of accounts holding an investment. The ‘Bulk Edit’ button allows you to set the desired action once and have the action applied across all accounts in your book of business.
To mass apply fund actions, click on the Investments Dashboard tab from within your Book of Business.
-Click on the desired fund and quarter that you wish to mass apply the fund action to.
- Select the ‘Bulk Edit’ button.
-Click the Choose Action dropdown menu and select the appropriate fund action. You can choose between ‘None’, ‘Proposed’, ‘Remove’, & ‘Watch’.
- You can still make individual one-off fund action changes to an investment for a specific client account as needed.
-To learn more about fund actions and statuses and for assistance with making individual fund action changes, click here.