Merge Funds
It would be helpful if we could merge funds together and maintain the history of both.
5
votes
EmilyFisher
shared this idea
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Mary Perrine commented
This is extremely important so that the history of both funds can be located easily.
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Michele Jeican
commented
I literally just came here to suggest this! This happens from time to time, and we have to put alerts on the new fund to check the old fund for history, etc. It's clunky and I always worry that the historical information will not be reported correctly to fund reps, especially if the old fund is closed.