Fund Advisor portal - Not view all fund advisors
When a fund advisor logs into the fund advisor portal, is it possible to not list the other fund advisors for the fund?
On endowed funds, beneficiaries receive statements/have access, and I would rather not have one beneficiary know who all the other beneficiaries are.
3
votes
Gloria Markus
shared this idea
Fund Advisors do not display in the new Portal. Enhancements to the legacy fund advisor portal will no longer be considered.