New Fund Manager Checklist

  1. Request permission to the online order form.  Request can be sent to Stephanie Baker or George Gottschalk.
  2. Request access to YBP’s online ordering system, GOBI, by contacting Tammie Redenbaugh or George Gottschalk.
  3. Fund Reports are available online.  You should have access to these automatically.  If you do not have access, log a work request with IT.  If you are taking over the management of funds from another fund manager, you name will need to be added to the fund reports.  Please contact Stephanie Baker or George Gottschalk to have these changes made.