This article provides links to knowledge articles with information on fund transition.
| Issue | Knowledge article |
| Fund Transition from Class to Class | Fund Transition from Class to Class |
| Class to Class Transition Fact sheet | |
| Update brand name | |
| Move a fund to another Class Administrator | FAQ: Moving a fund to another Class Administrator |
| Move a fund to a Non-Class Administrator |
How to Export Fund Data and provide it to a Non-Class Administrator |
| Fund Transfer Data Report | |
| Sending the Fund Transfer Data file by email |
How can I send the Fund Transfer Data file to the new accountant by Email? |
| Planning your Transition | |
| Transitions Review Guide | |
| Additional Transitions Services | |
| How to review transitioned entities | |
| Missing components for Prior Year Operating Statement |
Missing components for Prior Year Operating Statement in Load Opening Balances |
| Unable to download Excel Loader from Business or Transfer Data File |
Unable to download Excel Loader from Business or Fund Transfer Data File |
| Troubleshooting Excel Fund Loader Issues |