CNFS Offering - Funds: How to Add a New Fund (with Video)

To add a new fund, you must have organization administrator privileges assigned to your login credentials.The Add Fund button is disabled (dimmed) if you do not have organization administrator privileges assigned to your login credentials.


Adding a New Fund

  1. If you manage several organizations, select the desired organization from the organization list, then click on the offering Module.

  2. Click  to display the Fund Managementt page.

  3. Click .

The Add Fund window is displayed:

  1. Complete the details for the fund. See Fund Details for descriptions of the fields.

  2. Click .

A confirmation window is displayed to let you confirm the details of the newly created fund:  


  1. Do one of the following:

  • If the fund details are correct, click   to exit.

You return to the Fund Management page. The fund is added to the Fund list.

 

This Video walks through the steps to create and manage your funds.

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