Help Center / Institutional Investor / How do I navigate funds?

How do I navigate funds?

My Institution > Funds tab (shown in the screenshot below) is available only to Institution Admins. The tab allows an Institution Admin to add and manage Fund(s). 

A Fund is an entity which is governed by an Institutitution. 

The diagram below shows the Institution-Fund relationship. 

To open a previously created fund, click on it on the Manage Funds page (see outlined in red in the screenshot below).

To learn more about Institution Admin vs. Manager rights, please refer to How do I grant admin rights to manager or downgrade admin to manager?