Fidelity Charitable vs Addepar

The free Fidelity Charitable ® app lets you: --Open a Giving Account --Recommend grants --Monitor the status of grants and contributions --See future one-time and recurring grant recommendations Easy ways recommend a grant; --From a list of previously supported organizations --By looking up a new organization --Set up future, one-time, or recurring grant recommendations Other convenient features: --View your current Giving Account investment selections. --Change Giving Account name --NPO Successor Nomination To learn more about Fidelity Charitable, go to FidelityCharitable.org. Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable logo is a service mark, and Fidelity Charitable and Fidelity are registered service marks, of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Fidelity Charitable Privacy Policy: https://www.fidelitycharitable.org/legal/privacy-policy.html

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.