The Bulk Import feature allows clients to populate a template for adding and updating funds in bulk. The template mirrors your Fund Profile page within Fundriver. Most fields within the Fund Profile can be populated via bulk import, including fields in your Distribution Account section (i.e. Reinvest Threshold). User types of Administrator and Client User have access to the Bulk Import Module. This article will guide you through how to use the module to update or add new funds. Watch the video below for a quick tutorial.
Note: Bulk import allows clients to perform mass imports of fund profile changes or additions with the assumption that the user has completed an internal check on the file.