FAQ: If I Reopen a Period to Make an Adjustment, Do I Have to Re-enter All of My Activity and Investment Information for the Periods Since the Reopen? : Fundriver Balance Knowledge Base

FAQ: If I Reopen a Period to Make an Adjustment, Do I Have to Re-enter All of My Activity and Investment Information for the Periods Since the Reopen? Print

Modified on: Thu, May 14, 2020 at 2:26 PM

Answer: No, you will not have to reenter any gifts and investment activity. The system will remember what you've input for each quarter.

You may have to deactivate a fund/s if it was closed in one of the periods you reopened.

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FAQ: If I Reopen a Period to Make an Adjustment, Do I Have to Re-enter All of My Activity and Investment Information for the Periods Since the Reopen? Print

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