# Client investing Once your client has accepted their invitation to your firm's DAF program, their account balance will be automatically invested in your [chosen investment portfolio](/how-advisors-use-charityvest-for-advisors/enable-investing.md) and automatically rebalanced. As an advisor, you can assist your client to [make any changes to their investments](/how-advisors-use-charityvest-for-advisors/enable-investing.md#manage-investing-for-existing-clients) within your firm's custom giving program and, if they express interest, [facilitate their impact investments via our partner](/how-advisors-use-charityvest-for-advisors/enable-investing/impact-investing.md). Clients can also independently request to connect with our [impact investments](#impact-investments) partner. {% hint style="info" %} **Does your client have questions about their investments in their DAF account?** You are the best positioned to address their specific DAF investment portfolio questions, though for platform-related inquiries, your client is encouraged to visit the [Charityvest Guidebook](https://guide.charityvest.org/) or contact Charityvest support via email: {% endhint %} ### Impact investing {% embed url="" %} For clients, it is simple to initiate a conversation about impact investments independently. To get started with impact investing, your client can follow the [instructions provided in the Charityvest public guide](https://guide.charityvest.org/for-donors/getting-started/enable-investing/impact-investing). {% hint style="info" %} **Curious to learn more about your firm's custom DAF program?** Contact your firm's program manager for program-related matters or Charityvest () for platform-related matters. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-investing.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.