The Funds Import section allows you to easily match an existing Fund to a matching fund from your ChMS through your Direct Integration. If you need to create a new fund, click Add new fund where you will also be able to select a matching fund.
To match a fund:
- Click Funds Import.
- Locate the unmatched fund
- Click the drop down box to select a fund from your ChMS.
- Click Save.
- Your fund will now be given a matching fund. Manage the visibility of this fund in Manage Funds.
Need additional support? Submit a request with our support team.