How do you duplicate an Investment?

Modified on Mon, 20 Apr 2020 at 10:27 AM

The user must navigate to the investment they would like to copy/duplicate. 

Located in the provider/platform box is the 'Duplicate Investment' button. The 'Duplicate Investment' button is outlined in red below.

Once clicked, a pop-up box will appear for the user to enter the duplicate investment's name. The default will be "Name- Copy".

Once the button "Save" is selected in the pop-up box, a copy of the investment will appear on the screen, which will be automatically saved as a draft.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article