DM Funds - Funds: How to export a list of all funds

How to export a list of all funds

  1. Go to the Funds page.
    • Using the Navigator Bar, select Funds.
      -or-
    • Using the Funds Card, select Go to Funds.
      Izzy_Home-Screen_Select-Funds-Card_or_Navigate-to-Fundsx.png
  2. Although the Funds page will not have any funds listed, you may still click the export button and get the full list of funds.
    export_funds_process.png
    • All funds will be listed in the export regardless of the filters or search terms entered.
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