Settling Subscriptions

Evergreen Funds

Subscriptions that have been accepted and require upfront payment are displayed in the Pending Settlement tab.

Once payment has been received:

  1. In the Fund List, navigate to the fund associated with the subscription to be settled.

  1. Click Pending Settlement.

  1. Select the subscriptions to be settled.

  2. Click Settle.

  3. Click Confirm.

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