Emailed fund statement without portal access
I would love to be able to email a fund statement to an individual without having to grant them access to the portal or a specific fund on the portal. We have a DAF fundholder who needs to receive fund statements for 3 designated funds without having those 3 funds on his portal access-- currently I'm running fund statements, but manually emailing.
Jillian P.
shared this idea
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An individual can be set up as a fund advisor to receive emailed statements without giving them online access. Here is the help article but feel free to reach out to support or success team for additional help or resources.
Send Email Statements
Navigate to the fund statement group.
Click Send Email Statements in the left-side menu.
The screen displays each fund/fund advisor combination for fund advisors with Email Statement Type.
Body is the text from the fund_statement_email_body content block.
Click Email Statements and Mark Sent.
Email statements and mark sent buttonThis starts a background job that emails the statements. The background job status is visible at the top of the screen. Refresh to see current status.
If an advisor receives statements for more than one fund, they will receive one email with an attached PDF for each fund statement.
