Delete a Fund

Deleting a fund is a permanent action and cannot be undone. Sensr Portal includes safety features to help prevent accidental removal of a fund. These are indicated in a yellow alert, detailed below.

To Delete a Fund

  1. Navigate to the Funds page and locate the related Fund page.
  2. Click Edit Details to access the Delete button.
  3. A fund cannot be deleted for the following reasons:
    • The fund status is Published
    • Documents are assigned to the fund
    • Financial data is assigned to the fund
  4. Review the yellow alert, if any, modify accordingly and Confirm the deletion.

NOTE: A yellow alert may appear to indicate a fund cannot be deleted due to one or more of the following reasons:

  • The fund status is Published
  • Documents are assigned to this fund
  • Financial data is assigned to this fund.

IMPORTANT: Bulk deletion of funds is only available with the support from our Portal Customer Success team.