ABOUT US

Fund Statements

Instructions on how to view your fund statements in the Fund Portal.

Steps to View Statements

Logging into the Fund Portal

First Time Logging in:

  • If you have not logged in to the Fund Portal before, you should have an email in your inbox with a direct link and instructions on how to set up your login information and access your account

  • Your username will be the email address you used when you set up your fund with GCF

  • Follow the prompts to set up your password

  • Login using your email address and new password

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

Returning Users:

Access Your Fund Statements

Select Fund:

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

Navigate:

  • Click on the “Resources” or “Fund Statement & Files” tab to view or download

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