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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.

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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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