When you access the Fund Advisor portal you will be able to view your fund balance, quarterly statements and gift and grant activity. If you are a Donor or Corporate Advised fundholder, you will also be able to make grant recommendations to nonprofit organizations you wish to support.

Grant Recommendation Request Deadlines:

Cycle 1 – 15th of each month

Cycle 2 – 30th of each month

If you need assistance with accessing the portal, please contact us at (850) 222-2899