Review Available Funds WizardReview Available Funds WizardThe Review Available Funds wizard guides you through the process of reviewing multiple funds within a specific cycle with a free balance of greater than $0.00.
To review available funds
| 1 | In the Fund Search, identify the funds you want to review for free balance. The Fund Search automatically excludes any fund without a free balance. |
| 2 | The Fund ID, Fund Name, and Free Balance associated with each available fund appear in a table. |
| 3 | If the Select All check box was cleared in Default properties, individual fund names will appear. Select the check boxes next to the funds you want to review, and click Review Selected Funds. |
After reviewing available funds, you can click one of the following options.
| • | Review Selected Funds, if displayed, to select other funds for review |
| • | Return to List, if displayed, to return to the list of searched funds |
| • | Review Available Funds Another Cycle to display funds that are available from a different cycle |
| • | Close to exit the Review Available Funds wizard |
Related topics
Review Available Funds Wizard Properties
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