How to remove a fund that is no longer a client.
Navigate to Fund Level > Fund > Fund Details.
- Click on the Edit button,
- An editable window will open
- Click on the Suspend button
Once the fund is suspended:
- you will still be able to access the fund
- no further subscription fee will be charged
- to re-activate - log a support request
If, for some reason, you need to delete a fund, log a support request.
Refer to our knowledge base article for more information on How to view or reactivate a suspended fund in Class