Parent Fund Balance on Home Screen
It would be nice for our parent funds to be able to see the total fund balance (total of all sub-funds) on the home screen of the fund advisor portal. Currently it is showing current balance and available balance as $ . on all our parent funds.
-
Bridget Downey commented
There should be the option to see the total fund balance with or without the sub-funds. This could be an overall portal setting as to include sub-fund balances in the fund balance.
I prefer it to be just the fund balance and not include the sub-funds, but I think this setting should affect all the tabs on the fund portal not just the home screen. -
Natalie Kelinske commented
It would be helpful if fundholders could view the total balance for their parent funds in the portal.