Query
How do I archive or make a Fund or Entity inactive in Simple Fund 360 and Simple Invest 360?
Inactive Entities
Inactive Entities will still count toward your firm's overall subscription. To remove an entity from your subscription limit the entity must be deleted from either Simple Fund 360 or Simple Invest 360.
For more information on deleting a fund, please refer to this article.
Solution
To mark entities as archived or inactive in Simple Fund 360 and Simple Invest 360 it can be completed through the Entity Selection screen.
To resolve this query.
1. Navigate to the Entity Selection screen.
| From the Main Toolbar, go to Fund. |
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Select Entity Selection from the list. |
2. Mark the entity from Active to Inactive under the Entity Status column. After marking the entity as Inactive, the status of the Fund will automatically update.