How do I create a sale ticket?
Navigate to Funds Summary > Fund > Portfolio tab > Holdings details table and click the “…” icon. Click on Trade,
Navigate to Funds Summary > Fund > Portfolio tab > Holdings details table and click the “…” icon. Click on Trade,
Navigate to Funds Summary > Fund > Open Sale Tickets tab, click the “…” icon in the corresponding row, and select Cancel
Only an Institution Admin can update the Fund access permissions for a Management Team member. Navigate to Funds Summary >
Navigate to Funds Summary > Fund > Profile tab and click the buttons (one at a time): Edit (at the
Once the registration process is completed, an Institutional Investor must: Create an Institution Profile. You can do this on the
Navigate to My Institution > Institution Profile tab and click the buttons (one at a time): Add institution summary Describe
The purpose of the My Institution page on the iownit platform is to allow the Institutional Investor to create and
An Institution Admin can cancel an invitation to a potential Team Member to join the Management Team. To do that:
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