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ONLINE ACCOUNT ACCESS AND RESOURCES
SignatureFD offers 24/7 online access to your portfolio information through our Portfolio Dashboard and Financial Design Center. You can also login to your SignatureGENEROSITY® donor-advised fund or visit a custodian’s website directly to view your account information. We hope these online tools help you better coordinate all aspects of your finances so that you are able to use your wealth to live a great life.
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The Portfolio Dashboard provides access to your quarterly and monthly statements, as well as tax documents. You can also run up-to-date portfolio performance reports from your dashboard.
PORTFOLIO DASHBOARD
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The Portfolio Dashboard provides access to your quarterly and monthly statements, as well as tax documents. You can also run up-to-date portfolio performance reports from your dashboard.
PORTFOLIO DASHBOARD
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The Financial Design Center allows you to see your entire net worth at once. View your property and insurance information, access and store important documents in the vault, and manage your spending and budgeting, all in the same place.
FINANCIAL DESIGN CENTER
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As a client of SignatureFD, LLC (“Company”), I acknowledge that I have previously signed the portal access acknowledgment and accepted and agreed to the following. I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand that I have been assigned a unique password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
The Financial Design Center allows you to see your entire net worth at once. View your property and insurance information, access and store important documents in the vault, and manage your spending and budgeting, all in the same place.
FINANCIAL DESIGN CENTER
DOWNLOAD PDF
As a client of SignatureFD, LLC (“Company”), I acknowledge that I have previously signed the portal access acknowledgment and accepted and agreed to the following. I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure website intended only to allow a client access to information relative to his/her/its specific account. I also understand that I have been assigned a unique password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.