New users request access by completing a Fund Authority Form. Instructions for completion are found on the form. Applicants may:
- request access to an entire group of funds or to replace a previous authority;
- request access to a group of select funds, to extend authority or adjust viewing permissions; and
- request removal of certain funds (individually or in groups) from their user profile.
Tip: To prevent delays, please ensure all necessary approval signatures are on the form prior to submitting it to the foundation.