Fund Features
Learn all the features and tips for managing a fund, such as investing, fund information, and more.
7 articles
- Add a Fund Mission StatementAdd your personal fund mission statement to your fund records.
- General Fund Introduction and OverviewUse this tutorial to learn the basic interface and navigation of your fund platform from this video overview and introduction.
- Understanding Fund BalanceWhat does my available and current balance mean, and what is pending activity on my balance?
- How to Request a TransferHow do I transfer balance from one fund to another within The Signatry online platform?
- Fund Statement OverviewA walk through our quarterly fund statements, with descriptions of each section of the statement
- Accessing a Fund StatementHow do I find the documents and statements for my fund? Where are my statements?
- Understanding Associated FeesWhat fees come with using a donor advised fund at The Signatry? Why are there fees for using a fund?