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Advisor Support

Time with your client should be spent building a relationship, not preparing and processing paperwork. This resource center enables you to quickly and easily support your client with common activities tied to their Giving Account. These resources help you:
 

  • Register on our advisor platform, GivingCentral
  • Open and access your clients’ Giving Account
  • Perform Giving Account maintenance
  • Initiate a contribution on behalf of your client1
  • Recommend a grant on behalf of your client
     

These resources are accessible anytime, anywhere by any member of your firm who is registered to have access to the Giving Account.

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.

    Advisor resources

    Frequent Giving Account tasks
    Charitable Investment Advisor Program
    Contact us
    Demo of client experience
    Forms

    Access your clients' Giving Accounts with GivingCentral

    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, built with your feedback in mind:

    • Support your clients with a newly modernized experience that allows you to self-serve 24/7
    • Set up and request access to a Giving Account
    • See the same experience your client’s see
    • Conduct clients’ transactions (i.e., initiate contributions, recommend grants, and make pool exchanges)
    • Generate on-demand reports
    • Stay informed in real time of client activity through GivingCentral alerts
    • Benefit from streamlined workflows, with 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.

    Get started with GivingCentral

    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.

    Special instructions for Firm Administrators