You can view a list of members and funds associated with a family by navigating to Families > Families.
- Locate the appropriate family.
- In the navigation pane, click Family Recap.
The members of the family display in the Family Members grid. The family's fund information displays in the Funds grid.
The information in the grids is view-only and can't be edited.
- To print a simple report of the information displayed, click Print.
Alternatively, you can quickly view family members from any Families window by clicking the Members drop-down list at the top. Click a member's name to view details in the Members window.