Fund advisors
Managing your fund
We are committed to providing exceptional service to our fund advisors and representatives. You can access the fund(s) that you manage online at any time. Our Fund Advisor Portal offers a secure, user-friendly way to access your fund information, whenever it suits you.
Through this portal, you can conveniently check your current fund balance, submit and track grant recommendations (if applicable), make contributions, review your fund history, and access fund statements.
If you have questions or need assistance, please contact Sally Hermann from our Philanthropic Services team at 715-716-7084 or shermann@scvfoundation.org.
HOW TO USE THE FUND ADVISOR PORTAL
You may access the Fund Advisor Portal either from the button in the upper right-hand corner of our website homepage, or the button or links on this page.
1
Logging In
If you’re an established fund advisor and already have a login and password, just enter your credentials when prompted.
If you are a new fund advisor logging in for the first time, use your primary email address and authenticate with a PIN, which will be sent directly to your email. Please note, the PIN is only valid for six minutes!
2
ACCESSING THE PORTAL
You can access the Fund Advisor Portal at any time. If you have access to multiple funds, you will see all the funds listed on the portal homepage. Just select the fund with which you wish to interact.
If you are listed as a fund advisor/representative for only one fund, you will go directly to the homepage for that fund.
3
UTILIZING THE SYSTEM
Once you have logged in to the Fund Advisor Portal, select the tabs on the left-hand side of the page to review the different areas available to you as a fund advisor/representative.
step-by-step guide to using the fund advisor portal
You can find our Fund Advisor Portal Guide here. It provides instructions for logging on and navigating the system, as well as answers to some of the most frequently asked questions.
For assistance accessing the Fund Advisor Portal or your fund information, please contact Sally Hermann on our Philanthropic Services team at 715-715-716-7084 or shermann@scvfoundation.org.
not a portal person? no worries!
We'll always keep a PDF Grant Recommendation Form available for those who prefer to download, print and mail/email.
Frequently Asked Questions
How many logins does each fund receive?
Each fund is assigned one login per primary email address. If you need to update the email on file, you can either contact Sally Hermann or update it in the Profile section of the Fund Advisor Portal.
Can I update my personal information in the Fund Advisor Portal?
Yes, you can update your personal details by clicking on the Profile icon in the upper right-hand corner and editing your information. Any changes made will be reflected in the St. Croix Valley Foundation’s internal records.
Can I update the fund’s information through the portal?
No, fund details such as the name, investment portfolio, or associated advisors must be updated through the St. Croix Valley Foundation. Please contact Sally Hermann for assistance.
A full list of FAQs is in the Fund Advisor Portal Guide here.