Managing Mutual Fund Library

If a new or updated Series or Class ID in Filing is not displaying correctly, you can refresh that ID from Workspace Settings using the Central Index Key (CIK).

1. In Workspace Settings, select Filing.

   

2. Choose the Mutual Fund sub-section.
   
3. Click the Import button and choose From SEC from the menu.

   

4. In the Series/Class information, enter the CIK requiring an update, then click Add.

   

The selected CIK should now show the updated Series/Class information.