Access your clients’ Giving Accounts with GivingCentral

For Advisors

GivingCentral is an advisor platform that makes it easy for you to work with Fidelity Charitable and connect to your client’s giving—all online.

Key features of GivingCentral:

  • Enjoy a modern digital experience that allows you to self-serve 24/7
  • Set up new Giving Accounts and be granted access
  • Transact on behalf of your clients (i.e., initiate contributions1, recommend grants and make pool exchanges)
  • Export reports on client balances, grant history, investments and contributions
  • Be informed of client activity with GivingCentral alerts
  • Benefit from less paperwork and faster turnaround times

1This feature is limited to users of WealthscapeSM who have been granted the appropriate money movement authority on client brokerage accounts and whose clients have submitted a letter of authorization to Fidelity Charitable.

Ready to get started?

        Setting up your access is simple; just follow the steps below.

My firm uses Fidelity WealthscapeSM

 

Log in to Fidelity WealthscapeSM select Fidelity Charitable from the Account or Service menu.

OR

Request Fidelity Charitable entitlements from your Firm Administrator.

GivingCentral FAQs

We’ve compiled a list of the questions we get asked most often. If you don’t see the answer you’re looking for, please give us a call at 1-800-262-6935 or email us at FCadvisorservices@fmr.com.