Working With Us on GivingCentral®

Getting Started on GivingCentral

Create new – and manage existing – Giving Accounts, with less paperwork and faster turnaround times

  • Set-up new Giving Accounts — and be granted account access — all online
  • Allow multiple associates to provide service on the same Giving Account
  • Export reports on balances, granting history, investments, and contributions
  • Access information on our pool performance, program enhancements, and philanthropic trends
Which Best Describes You What You Need To Do

Your Firm Uses
Fidelity WealthCentral®

  • You should not register
  • Log in to WealthCentral and select GivingCentral from the Account or Service menu
  • Request Fidelity Charitable entitlements from your Firm Administrator

You Want to Register Your Firm and Set Up a Firm Administrator

  • You must be an officer or principal at your firm

Register Online >

Or download the Firm Access Form (PDF)

You Want to Manage Access for Others at Your Firm
  • You must be a firm administrator

Log in into GivingCentral and select the Firm Administration tab

Or complete sections 1, 4, and 5 of the
Firm Access Form (PDF)

You Want to Register to Set Up and Access a Giving Account

Register Online >

Contact our Advisor Service Team
On the Phone:
1-800-262-6935
Monday - Friday
8:30 a.m. - 8:00 p.m. ET

Or email us at
FCAdvisorServices@fmr.com

Ask about the Charitable Investment Advisor Program

This program allows investment advisors to actively manage the charitable assets their clients contribute to Fidelity Charitable.

Learn more

New GivingCentral Users

Have you recently registered?

After your Firm Administrator registers you for GivingCentral, you will receive an email with a link to set up your Username and Password.

It may take a few days for us to send the email as we need to first verify your firm.