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How to Edit a User
Step by step instructions for editing user information in Balance are found below. This is only applicable to users assigned to the Client Administrator role.…
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How Do I Update my Multi-Factor Authentication Information?
The security of client data is a high priority here at Evertrue. We utilize a Multi-Factor Authentication (MFA) system when users log in to Balance. Multi-factor authentication will require a user to…
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Managing Custom Fund Profile Field Labels
Balance gives users the ability to relabel/rename various Fund Profile fields to better suit your organization's needs. To manage custom labels, navigate to Administration on the left side panel.…
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Department Module - Client Administrator Guide
We are in the process of developing major upgrades to our Department Module. Once we're ready to roll out the new module, this guide will be fully updated.…
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Department Module - Department User Guide
Welcome Department User! This guide will help you navigate through your Department Module site. Should you have any questions, please contact your organization’s Balance Administrator.…
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How Do I Disable a User in Balance?
Step by step instructions for disabling user in Balance are found below. Please Note: Fundriver only allows disabling of users, not deleting, for audit trail accuracy.…
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How Do I Add a User In Balance?
Step by step instructions for adding a new user in Balance are found below. Go to Administration in the left hand column. Click on Manage Users. Click on the Create New User button (top right corner…
The nuts and bolts of your database.