How to Add & Remove Default Funds

Context: This guide details how to add and remove default funds within the Employer Portal.

How to add a default fund

How to remove a Default Fund

How to add a default fund

1. Click the Settings menu.
    
2. Click the  Default Funds button
   
   
    

3. Click the + Add Fund button
   
   
    

4. Complete the following fields:

   • Fund: You can search by Fund Name, USI or ABN.

   • Employer ID: Employer ID is mandatory and validated on entry. It will have a max of 30 characters.
      

5. Click the Add Default Fund button.
    

6. A toast message confirming success appears in the top-right corner.

   

How to remove a Default Fund

Important: If there is only one default fund, the delete option will not be visible. Additionally, if there is a sponsored default fund, it cannot be deleted.

1. Click the Settings menu.
    

2. Click the  Default Funds button

   
    

3. Click the Three Dots button next to the fund you want to remove.
    
4. Click the Delete button.
   
   
    
5. A popup box appears asking you to confirm the deletion.
    
6. Confirm deletion by clicking the Delete Fund button.
    

7. A toast message appears in the top-right corner confirming the fund has been deleted.