OMNIMax Help Manual‎ > ‎Back Office‎ > ‎Funds‎ > ‎

Bulk Fund Edit

Using the various options available at the top of the screen you are able to quickly update all your funds. 

For example you can : 
  • Change the Fund Sector of the funds.
  • Change the Tax Sector of the funds.
  • Change the status of the funds (Active / Inactive)
  • Move the funds to a different provider.
When you have selected the appropriate options click the "Confirm Change(s)" button to apply the changes to the selected funds.