Account Maintenance

Account Maintenance

What levels of access can my client assign me and what is the process for doing so?

We offer advisors transactional and non-transactional access. Review this chart with your client to determine which level is appropriate.

Advisor Access levels

column one has list of features of access level, column two and three show the distinct difference in access level features

*Advisors enrolled in the Charitable Investment Advisor Program must complete an Agency Agreement prior to recommending a grant. 

Account access can be requested during the account opening process or from the GivingCentral dashboard at any time once the Giving Account is established. From the dashboard, select Request Account Access from the upper right corner of the dashboard. Next, you will be prompted to enter your client’s name, Giving Account number and desired access level. If you do not know the Giving Account number, you can alternatively provide your client’s date of birth and the last four digits of his/her social security number. Once your client approves, access should occur immediately. 

Can I be alerted on the status of activity for my client’s Giving Account?

Yes, this can be done through the Alert Manager Tool, which can be found in your profile on GivingCentral. You can set up any type of alert you wish to receive with up to three email addresses: Contribution, Giving Account Approval, Grant Recommendation, Pool Exchange, Statement, etc.  

How can my client access their account online?

Clients can access their Giving Account donor portal, or if your client has an existing brokerage account with Fidelity Investments, they can use the link in their portfolio view for single sign-on.
View this demo to see the platform your client uses. 

How can I setup a Successor for my client?

A successor, or successors, is critical to continuing your clients charitable giving beyond their lifetime. Naming an individual, charity, or combination of both establishes a giving tradition and continues support of the causes they care about. 

View this demo that walks you through the step-by-step process.

My client has inherited a Giving Account – what do we need to do?

A copy of the Death Certificate will need to be sent to Fidelity Charitable via fax 877-665-4274.  Once received, the successor will receive a packet with a letter detailing the Giving Account information, a grant recommendation form, a donor application, and a copy of the program guidelines.  The successor has the option to grant the funds out of the deceased donor’s account or create their own account.

 If your client chooses to open a new Giving Account, the most efficient way for you to setup the new Giving Account for your client is online.  Please make sure to include the G number and all required information to ensure accurate and timely transfer of assets.

Where can I find the details regarding the Admin Fees on CIAP accounts?

The Administrative Fee is based on the Giving Account balance which includes all balances in the CIAP accounts. The fee covers our costs, like processing transactions and providing donor support. View our tiered fee structure.

What is the process for paying Admin Fees on CIAP accounts?

The Administration Fee is calculated quarterly and paid in the rears.  You will receive detailed instruction from the Fidelity Charitable team on paying these fees.