Time is running out to make tax-deductible contributions in 2024. Review our year-end contribution guidelines.
Time with your client should be spent building a relationship, not preparing and processing paperwork. This resource center enables you to quickly and easily support your client with common activities tied to their Giving Account. These resources help you:
These resources are accessible anytime, anywhere by any member of your firm who is registered to have access to the Giving Account.
1This feature is limited to users of WealthscapeSM who have been granted the appropriate money movement authority on client brokerage accounts and whose clients have submitted a letter of authorization to Fidelity Charitable.
ACCOUNT OPENING
ACCOUNT MAINTENANCE
GivingCentral is an advisor platform that makes it easy for you to work with Fidelity Charitable and connect to your client’s giving—all online.
1This feature is limited to users of WealthscapeSM who have been granted the appropriate money movement authority on client brokerage accounts and whose clients have submitted a letter of authorization to Fidelity Charitable.
Log in to Fidelity WealthscapeSM select Fidelity Charitable from the Account or Service menu.
OR
Request Fidelity Charitable entitlements from your Firm Administrator.
Register as an individual on GivingCentral.
If you are already registered, you will not need to register again.
