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Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
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This article is a continuation of Generic Holdings - Contributions Add withdrawals to a generic holding by selecting New: Select Regular, Single or Transfer : Complete the details of the withdrawal: Once the fields are c...
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This article is a continuation of Generic Holdings - Withdrawals To add underlying assets to a generic holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asse...
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The Settings tab will include Product Charges, Growth rates and Adviser Fees. Adviser Fees will only be available for user defined/custom holdings. For more information, see article Generic Holdings - Charges ...
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Generic funds can be created under all holding types, including generic holdings. This allows you to create a fund that is not available on the FE fundinfo database and can be used in research you create in Synaptic Pathways. Navigate to the holdi...
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This article is a continuation of Generic Funds - Creating a Fund Once the fund has been created, you will need to navigate back into the fund to set the Asset Classes: Click into the fund: Click into the Asset Class tab: Modi...
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This article is a continuation of Generic Funds - Asset Class Edit details of a generic fund through the Holdings> Underlying Assets area: Either click into the Fund or use the drop down arrow to the right of the fund. Editing a fund wi...
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This article is a continuation of Generic Funds - Editing a Fund Delete a Generic Fund either from the underlying assets screen or within a fund. Underlying Assets Area Click into the drop down arrow to the right of the fund: Delete ...
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This article is a continuation of Generic Holdings - Cash Accounts To add assets to a generic holding, click into the Assets tab: Click New Complete details of the New Asset and Save The asset will be listed w...