The Reallocate Transactions tool allows you to do a bulk update of the fund associated with historical transactions. When Funds was enabled on your account, there may have been some older transactions that we couldn't map to one of your current funds. These have been placed in an "Unknown" fund. You can use this tool to reallocate these transactions to the correct fund.
To reallocate transactions:
- Click Funds.
- Click Reallocate transactions.
- Check box next to transaction to be reallocated.
- Select new fund.
- Click Reallocate and again to confirm.