Managing Selling Firms
The selling firms your firm does business with are configured in the Network Integration page by someone with the Tech Support role. Once a selling firm is configured, you can grant it access to a fund.
Adding Selling Firms for a Fund
Select the fund from the Funds List.
Click Selling Firms.
Click Add Selling Firm.
Select the Company Name from the dropdown.
Use the Reliance Letter dropdown to indicate whether the reliance letter has been provided.
Set the Status field to Approved or Not Approved for each class name.
Click Confirm.
Editing Selling Firms for a Fund
Select the fund from the Funds List.
Click Selling Firms.
Click the edit icon for the firm whose information you want to edit.
Make your changes.
Click Confirm.
Deleting Selling Firms from a Fund
Select the fund from the Funds List.
Click Selling Firms.
Click the delete icon for the firm whose fund access you want to remove.
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