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Account that is closed or you no longer manage

General questions about using Fund Manager that do not fit into any other forum.
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Postby reddragon » Thu Apr 18, 2019 6:29 am

How do you end an account in fund manager? You are no longer feeing account nor managing so no need to give them performance or Invoice. Do you just stop importing data at quarter end?

Thanks Jon
reddragon
 
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