Fund Advisor Login Instructions

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Written by Nick Miles

Last published at: December 13th, 2018

The tutorial below can be used as a template for providing instructions to your Fund Advisors. Copy the content into your own document and customize as desired. Feel free to take screenshots of your donor portal and add them to your document. 

Note: Depending on how you've configured your settings, your Fund Advisors may not have access to all of the tabs outlined below. We recommend omitting any section that is not applicable to your Fund Advisors. 

Sample Fund Advisor Communication