WELCOME TO THE NEW FUND ADVISOR PORTAL
The team at Western Colorado Community Foundation has been working hard to implement an upgraded technology platform to improve the overall experience for you, our Fundholders and Fund Advisors. We are excited to launch this system in its current iteration and ask for your continued patience as we bring additional features online over the coming months. We have assembled this quick-reference guide to introduce the basics of the new Fund Advisor Portal. As always, please know WCCF staff stands ready to answer any questions you might have.
Getting Started
WCCF staff will initiate your account by confirming your eligibility to serve as an advisor to one or more charitable funds. This eligibility is determined by the Fund agreement. If updates are needed, please have any documented individuals reach out to us at info@wc-cf.org or call (970) 243-3767 for assistance.
Once the process has been initiated, you will receive an e-mail from staff, which will instruct you on the steps to create a custom password specific to your fund. Take note of your username and password as you complete this process. Please delete this automated email once you have successfully completed this process. The link contained in the email is only to be used for establishing your initial password.
Accessing the System
To access the portal at any time, simply click here or on the ‘Fund Advisor Portal’ button in the top menu on any page of our website. This will take you to the login screen where you will enter your username and password established in the step outlined above.
Login Screen
Visit www.wc-cf.org from any web browser or device (including smartphones and tablets) to access the Fund Advisor portal.
IMPORTANT: If you access the Fund Advisor Portal from a shared computer or device, we strongly encourage you to use the Logout option after completing each session. This ensures no one other than you has access to the system.
Choose Fund Menu
For those Who Serve As Advisors for Multiple Funds
If you serve as an advisor for multiple charitable funds, you will see a drop-down field near the top left of your screen, which you can click to see the other funds your advise. Just click the drop-down and choose the particular fund with which you wish to interact.
*If you are listed as an advisor for only one fund, you will still see the drop-down field, but if you click it, only one fund will be listed.
Menu Bar
The main screen provides an at-a-glance summary of fund activities in the form of charts. You will also see the Current Balance, updated in real-time. Each person with fund advisor access to the fund will have a similar view in the Fund Advisor Portal.
The menu bar in the left hand column provides the following additional topics: