Unassigned Tranches

This page helps you assign unassigned tranches to funds.

To reach this page

1. Go to the portfolio level of the app by clicking the left-top logo.

2. Click the Exit Plans tab and the Funds subtab.

When you’re at the Funds page, click the Unassigned Tranches link.

Assign a tranche

1. Select a fund from this menu.

2. If needed use the filters to zero in on a particular tranche.

3. Click the tranche’s Add checkbox.

4. Click the Update button.