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Fund Lineup Templates

  • Updated

Fund Lineup Templates allow for you to save a list of funds for easy re-use in the future. This can be handy for proposed lineup templates for prospects, or for saving lineups of pre-screened investment options.

Create a Fund Lineup Template

Follow the steps below to create a new Fund Lineup Template.

  1. Click on an existing Plan Name from Plan Management. You will arrive on the Fund Lineup page. You can create a new Plan for this task if necessary.
  2. Add funds to the lineup you wish to save to your Fund Lineup Template by using Quick Load or Add Fund.
    • Note: Custom Funds cannot be saved to a Fund Lineup Template.
  3. Click Save Template.

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  4. Enter a name for the Fund Lineup Template

    Screen_Shot_2019-03-25_at_5.44.22_PM.png

  5. Click Submit. A confirmation screen will appear to confirm your lineup has been saved.

    Screen_Shot_2019-03-25_at_5.44.31_PM.png

  6. Your Fund Lineup Template is now saved and is ready for use.

Note: Fund Lineup templates are saved to the Branch that is associated with the FAID that owns a given Plan.

As necessary you will need to save the Fund Lineup Template for each Branch that is associated with the various FAIDs that are accessible in your FirmPlus account.

If you’re not sure which branch is associated with a given FAID you have access to in your FirmPlus account, reach out to the Fi360 Support Team for assistance.

Load a Fund Lineup Template

Follow the steps below to load a Fund Lineup Template that was saved previously.

  1. Click on an existing Plan Name from Plan Management. You will arrive on the Fund Lineup page. You can create a new Plan for this task if necessary.
  2. On the Fund Lineup screen, click the Load Template button.

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  3. On the Load Lineup Template screen, check the box for the fund lineup template you wish to import. A preview of the funds that will be imported will appear to the right.
    • You can select multiple templates at a time if desired.
  4. Select a fund status in the Add As column. This will be the fund status applied to all funds imported for the Fund Lineup Template.

    Screen_Shot_2019-03-25_at_5.45.36_PM.png

  5. Click the Submit button.
  6. A confirmation screen will appear confirming the funds within the selected fund lineup template(s) have been imported.
  7. When returning to the Fund Lineup screen, the imported funds will now appear.

 

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