CIPAceTM Help

Fund Group

Top  Previous  Next

Funds or funding sources with similarities may be grouped into a fund group.  A group must have at lease one fund.

 

Summary of Content

 

Below is a list of the content that can be found in this chapter:

 

Add Fund Group

Browse Fund Groups

Fund Group Management

Fund Group Sort Order Management

______________________________________________________
Copyright © 2002- CIPPlannerTM Corp.