How to Archive Funds

Archiving a fund can help organize your list of funds in the Admin Portal

Steps to Archive a Fund:

1. Sign in to your My Well account and navigate to the Admin Portal.

2. Select your organization's logo in the top right corner and then select Funds.

3. Select the fund you wish to archive. In the top right corner you will see a button that says Fund Actions.

4. Select Archive Fund

5. You will be prompted again to archive the fund in a modal.

6. This will hide the fund from your list. 

6. To view archived funds toggle the Show Archived toggle on. This toggle wil default to off.