Advisor Portal
Account access made easy.
Built for you
The Fund Advisor Portal is your go-to online resource hub to do all of your grantmaking, access your fund statements, check fund balances, and more! This portal allows you to interact with your philanthropic funds via a secure, password-protected platform that’s mobile-friendly and easy to use.
Getting started
As you explore the Portal, you may have questions or need assistance, and we're here for you. Reach out to us at help@cfgreateratlanta.org for support.
To better serve you and to provide the latest information, we have developed a quick-reference guide and additional resources, which can be found below.
1. Creating your account
Please contact us at help@cfgreateratlanta.org to create your account.
2. Access the portal
To access the portal at any time, simply go to cfgreateratlanta.org and click “Fund Advisor Portal” in the upper right-hand corner of the homepage. Enter your username and password, and then select the fund you would like to review.
3. Landing page
The main screen provides an at-a-glance summary of the fund. You will also see the current spendable balance, updated in real-time, an overview of grants and contributions, and the current fund advisors will be indicated just below the balance. Note that each person listed as a fund advisor will have similar access to the Fund Advisor Portal.
4. Explore and use the portal
Log in to check the balance of your fund, recommend a grant, track contributions and disbursements made from your fund, and access fund statements.
Video Tutorials
Launching the Enhanced Fund Advisor Portal
Exploring the Fund Advisor Portal
Creating a grant request
Need help?
Our team is ready to help you.
Contact us at help@cfgreateratlanta.org or 770.759.3190 for support. Please allow up to one hour during business hours for a response, depending on call volume.
Frequently Asked Questions