This system provides real-time fund balances on the home page of your fund advisor portal. Posted balances fluctuate based on the timing of transactions posting, monthly reconciliations, and the official closeout of fiscal periods. As such, posted balances may not match the balance shown in your official quarterly statements.
Welcome to our online Fund Advisor Portal.
To protect the foundation’s data and all information relevant to your account(s), we require all users to establish two-factor authentication to log in. Click here for instructions to set up two-factor authentication for your account.
First Time Users: Please click on "Create New Account" to complete the registration process and establish your account and associated login credentials.
Existing Users: Please enter your credentials and log in. If you forgot your password, please use the Forgot Password? link to the left to reset your password. If you forgot your username please contact us.
Not Sure? If you believe you have a profile but are not sure of the login information, DO NOT create a new profile. Please contact your Relationship Manager or email email@example.com.