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How do I update Manager GLIDs that have changed?

Updating GLIDs in the Fundriver is straightforward and can be done within the interface, in most cases.  If a large number of Manager GLIDs need to be changed, speak with your Support person about options for importing the changes.

Log in to Fundriver and click on the ORGANIZE tab.

Log in to Fundriver and click on the ORGANIZE tab.

Click on INVESTMENT PORTFOLIO.

Click on INVESTMENT PORTFOLIO.

On the INVESTMENT PORTFOLIO tab you can update your Manager profiles.  Select the INVESTMENT POOL and the Manager that will be changed.

On the INVESTMENT PORTFOLIO tab you can update your Manager profiles.  Select the INVESTMENT POOL and the Manager that will be changed.

When you select the Manager, the profile will populate.  At this point, any profile data can be edited, including GLID.  Overwrite the existing GLID with the new one in the MANAGER GLID field.

When you select the Manager, the profile will populate.  At this point, any profile data can be edited, including GLID.  Overwrite the existing GLID with the new one in the MANAGER GLID field.

Once the new GLID is entered, SAVE the profile.  Repeat as necessary for other Manager GLIDS that need to be changed.

Once the new GLID is entered, SAVE the profile.  Repeat as necessary for other Manager GLIDS that need to be changed.
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