How to send fund suggestions to clients
To send fund suggestions in Rabbit Invest, search a fund in Browse Funds and tap + Cart. Open Cart from the top bar. For one client, tap Select, pick the client and send the funds, or start the purchase yourself. Use Bulk to send the same funds to many clients at once.
Steps
Search a fund in Browse Funds
Find each fund you want to suggest.
Tap + Cart on the fund
Add as many funds as you like.
Open Cart from the top bar
Your picked funds are listed.
For one client, tap Select and pick the client
Choose who receives them.
Send it to the client, or start the purchase
The client sees the funds in their app.
Use Bulk for many clients
Send the same funds to a group in one go.
If something does not work
What does the client see?
The funds appear in the client’s Rabbit Invest app, ready to invest in a few taps.
