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Viewing Financial Information in Portal

If you have access to view financial data, you can do so through the portal. To set up the financial advisor with your account numbers, click on the edit pencil in the upper left corner of the channel. This will open up the preferences box.

In the preferences box, choose which colors you want on the display and enter up to five organizations to track. For all departments on campus, the fund code is C. Unless you have been told otherwise, the fund number is a 1.

Once you’ve entered your preferences, click Apply, and then Back to see them in the channel.

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