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What can my advisor do once added to my fund?
What can my advisor do once added to my fund?
Support avatar
Written by Support
Updated over a year ago

Once added to your fund, your advisor will have access to your fund through their own secure login and credentials, so they can take actions on your behalf such as:

  • View your fund balance, portfolio, contributions, and donations.

  • Make charitable contributions on your behalf, including stock and crypto.

  • Request a change in your fund’s investment portfolio.

  • Make one-time or recurring donation recommendations.

  • Access a simple tax summary of your deductible contributions.

Learn more on our blog.

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