Offboarded Funds Cannot Be Linked to Investment Accounts

Funds with status Offboarded are now excluded from Fund search results when linking a Fund to an Investment Account and cannot be selected. If a user attempts to link an Offboarded Fund by submitting a Fund ID directly, the system rejects the request and displays the message: "The selected Fund cannot be linked as it is offboarded or pending offboarding."

Funds with status Pending Offboarding are still returned in search results and may be linked as normal.

Where an Investment Account is already linked to a Fund that subsequently becomes Offboarded, the existing link is preserved. A warning message is displayed above the Fund grid to notify the user that the linked Fund has been offboarded.

User Guide Reference: Investment Account Management