Activate client investing
Activate and manage DAF balance investing on behalf of your clients.
With your firm's giving program, as an advisor, you can choose to invest your client's DAF balance in custom portfolios, down to $0 in account balance.
For more information on the Invested portfolios available to your clients, please contact your firm's program manager.
Activate investing for a new client
To select an investment portfolio on behalf of a new client:
Log in to your advisor account Dashboard.
Click the Add Client button.
From the dropdown menu, select your preference for their initial DAF investment portfolio.
Click the Continue button.
Review the new client account details. If accurate, click to Create account & send invite (if applicable) button. If you have selected to send them a welcome email, they will receive login instructions to claim their account.
Under your advisor Dashboard, you will see your new client listed as Pending until they claim their account. Once they claim their account, all contributions to their account will automatically be invested in your chosen portfolio.
Manage investing for existing clients
To update an investment portfolio on behalf of an existing client:
Log in to your advisor account Dashboard.
Click on your client's name to expand their profile.
Under the Portfolio section, you will see their current investment strategy.
Click the Modify button if you wish to change their selected portfolio.
Under the Investment portfolio module, select from the drop down menu and click on your preferred investment portfolio.
To finalize the change, click the “Change investment” button.
You will see your client's new portfolio selection reflected on their profile.
Note: Portfolios are rebalanced every time we conduct activity in client accounts - for instance, investing new contributions or selling positions to make a grant. If no activity occurred in the last 30 days, we'll rebalance once to keep your client's portfolio in line with your target allocation. Learn more about how portfolios are rebalanced here.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest (support@charityvest.org) for platform-related matters.
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