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SuperFund - Send Superfund data to support

Upload Superfund data to support

When exporting SuperFund data, this will also include the HandiLedger data for investigation.

  1. Log in to SuperFund, then select your client.

  2. Go to Tools, Transfer Selected Fund Data Out, Accept, Complete fund data, then click OK.

  3. Click Select folder, then save the file to your Desktop or folder, then click OK.

  4. Once the data transfer is complete, click OK.

  5. On the Desktop or the Folder where you saved, the zip folder will show HSF_ClientRef.zip.

  6. Review the new way to contact support for assistance.

  7. During your conversation with your support specialist, they will provide a secure URL and password for uploading data files. You can return to MyAccess at any time to view past conversations or those still awaiting resolution.

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