Custom Investments: Links

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You can associate helpful links with custom investment items to external sites that might help the investment owner and other stakeholders get access to relevant information. For example, you may include a link to a financial index or an intranet site that lists the organization chart for investment stakeholders.
You can create links when you have “Edit All” access for the associated custom investment.
Follow these steps:
  1. In the New User Experience, navigate to the 
    Investments 
    page and select the custom investment item. 
  2. In the Grid layout, select the relevant custom investment to open it. 
  3. Navigate to the 
    LINKS 
    module. 
  4. If you want to create a new link in the GENERAL category, click 
    New Link
    .
  5. Enter the URL (LINK ADDRESS) the LINK NAME, and click 
    Done
  6. If you want to create a new category, click 
    NEW CATEGORY
    .
  7. Enter the name of the category. You can now create a new link within the category. 
 
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