Concept Link IconServiceXG Basics

Select funds for MemberXG pages

Use the Funds tab to select the funds that will display in the Fund selection list for the following MemberXG portal web pages: Member Account Balances, Member Account Payments, Pension Credits, Options, Payments, and Work History.

Hint: It’s helpful to have the portal you’re updating displayed in another window or tab, so you can review your changes as you make them.
  1. Access the configuration menu

  2. To display the configuration window, double-click the Page (row) you want to update or right-click and select Open.

  3. Select the Funds tab.

Add funds and set the default

  1. Click Add button to display a new row in the Fund table.

    1. Click in the row and select a fund from the list.
      • You can type a few characters to narrow the list.
    1. Click Apply to add the fund to the Fund table. Repeat until you have added all needed funds for the selected page.

  2. Select the fund to display by default (initially) on the web page, from the Default Fund list.

  3. When you're done adding funds and have selected your default, click OK to save your changes and close the configuration window.

To delete funds that are available for member selection on the portal page, follow these steps.

  1. Select the fund to delete in the table.
  2. Click to remove the fund from the fund table and the portal page.
  3. Click Apply to save the changes.
  4. Click OK to close the window.

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