You can add, remove or change your financial advisor, or make changes to an existing advisor's access to your donor advised fund account at any time. Donors have the option to provide their financial advisor with read-only access or full access. Full access allows your financial advisor to submit investment allocation recommendations as well as grant allocations on your behalf.
Once there has been a change to your financial advisor's access to your account, we will confirm with you and provide the advisor login credentials for online access as necessary. Fill out the additional advisor form to add, remove or change access for your financial advisor.