Fidelity Charitable vs MissionAccess

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

MissionAccess is the new Mission Wealth client portal app! See your complete financial picture and interact with your financial advisor, now with a brand new look and feel. The MissionAccess app offers intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools, and more—all in a user-friendly, secure mobile app. TOP FEATURES Interactive dashboard showing your complete financial picture, with customizable options. Dynamic reports with up-to-date investment information. Document vault for securely sending and receiving files with your financial advisor. Brand-new look and feel for a modern and more engaging experience.