Help Center / Institutional Investor / How do I edit fund settings?

How do I edit fund settings?

Only an Institution Admin can edit fund settings. 

 

  • Navigate to Funds Summary > Fund > Settings tab and click the Edit button next to the corresponding section.
  • Update the information and click the Save button. 

 

Please keep in mind that the Fund Name, Bank Account, Legal Entity details, and Documents cannot be changed:

  • if there is a pending subscription or trade made by this Fund
  • if the Fund is restricted 

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