Steps to View Statements

Log In:

• Go to the Greater Cabarrus Foundation’s CommunitySuite portal

• Login using your specific login credentials.

• If you have not logged in to CSuite before:

  • Click this link

  • Enter your username: This is the email address you provided to us when you set up your fund

  • Click “Send Email”

  • You should receive an email that will allow you to set up your password

  • If you are still not able to login, please contact our office: info@greatercabarrusfoundation.org

Navigate:

• Click on the Fund Management or Portal tab from the main menu where fund advisor reports live.

Select Fund:

• Choose your specific personal fund record if you manage or advice multiple funds.

View or Download:

• Locate the statements section, choose the desired statement date/period, and click to view or download the PDF file.

If you cannot see your statements or are having trouble logging in, please contact: info@greatercabarrusfoundation.org