How do I add a Fund to my Seraf account?

 To enter a Fund you've invested in to your Seraf account:

  • Go to the Fund tab in Portfolio Management.
  • Select “Add Fund”.
  • Enter the relevant information. Not all fields are required.
  • Save your record by scrolling to the end of the fund page and selecting “Save”.

 Once you add a fund, be sure to add the corresponding fund transaction(s).

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