Editing or Removing a Fund

To edit or remove a fund, you can click the arrow next to that fund. You may want to adjust the following:

  1. Fund Name: Name that's easiest for you to remember the fund by.

  2. Internal Identifier: Custom ID that helps you link this fund to external systems. If you do not have an external system, this can be any number you would like.

  3. Bank Account: The bank account you would like to connect to the fund.

  4. Fund Disclaimer: Custom legal language that is associated with the fund. This may not be relevant to your fund.

  5. Default Fund: If you want to use this fund as your default fund for every page.

  6. Default for Tandem/Conduit: If you want to use this fund for all pages with more than one Anedot account.