Step 1: Access the Dashboard
After logging into your Basefund account, look at the right-hand side of the dashboard where you’ll find the Add Client column.
Step 2: Select a Client
Click on the client you've added to view and analyze their performance.
Step 3: Navigate to Transparency Management
On the left-hand side of the screen, click the Transparency icon to go to the Transparency Management page.
Step 4: Manage Transparency
On the right-hand side, select Manage Transparency to access the transparency management tools.
Step 5: Access Financial Transparency
You’ll be directed to the Financial Transparency page for the specific client (e.g., XYZ School District). Here, click the Edit button to proceed.
Step 6: Edit Proceeds
You’ll now be taken to the Edit Proceeds page for the client (e.g., XYZ School District).
Step 7: Enter Financial Data
Fill in the necessary data related to the municipal bond in the provided table. Once completed, click Save to finalize your updates.
