Access Your Account
Friends Fiduciary’s Consolidated Fund constituents can access account information online. In order to access the accounts on which you are authorized, you will need both your individual email address and your organization’s tax identification number. Both of these must match the information on file at Friends Fiduciary.
To access the log-in screen, click below. First time users must click on “New User?” to enter your name, email and tax ID number (Note: enter the 9 digit tax ID number with no dashes in the space marked SSN).
If new users are unable to complete the online registration to access your account, simply email Friends Fiduciary at firstname.lastname@example.org. When we have confirmed your constituent information we will email you a confirmation number. This confirmation number can then be used with your email address to complete online registration.
Successfully entering your organization’s tax ID and email address, or the confirmation number and email address, will allow you to establish your User Profile. Once your information has been verified, the system will ask you to create your own Username and Password and select your security questions. The username and password will be required for future access to your account.
If you need further assistance, please see the PDF file on the right for a detailed Online Access User Manual or contact Friends Fiduciary at 215-241-7272.