Editing a Fund

Whether you're using a Personal or Organization account, here's how to edit your Funds.

1. Log in to your Qredo account and select your Personal or Organization account.
2. Navigate to the Holdings view.
3. Select the Fund that you want to edit.
4. Click Edit Fund in the upper right corner of the window.
5. From here, you can edit the Fund Details, Wallet Names, Fund Transaction Policy, Fund Withdrawal Policy, and Add Wallets. Do this by selecting the pencil icon next to the changes you wish to make.