How long do I have to set up my password once I receive the Fundholder Portal link?

The link to log in and create your password will expire after 30 days.

How do I access the Fundholder Portal after I set up my password?

Save your password and then visit Select the “Fundholder Login” tab in the top right-hand corner of the home page.

What should I do if I lost my password?

You can reset your password on the fundholder portal login page. Your email and password are case sensitive, and all emails should be entered as lowercase. If you still need assistance, please email [email protected].

What should I do if I am locked out of the Fundholder Portal?

If you are locked out of your account, click Forgot Password on the login page. Enter your username and click the Reset Password button. If an account with the provided username is found, instructions to reset your password will be sent to the email address for that account. If you’re still having trouble, please contact our team at 803-254-5601 or at [email protected].

How can I update information for my fund?

If you want to update details for the fund, please contact our team at 803-254-5601 or at [email protected].

What does my “Current Balance” reflect?

The current balance will reflect the latest statement balance, plus recorded contributions, less grants recommended. Note: Funds that are invested will have investment activity posted on period-end statements.

How will I know if I submitted a grant successfully?

You can check the status of the grant in the fundholder portal, on the “Grants” tab.

Can I change a grant recommendation if I made a mistake?

If the grant is still in “Pending” status (check the list on the right-hand side of the Grants Request page), you can select “Cancel” to remove the grant request. Then, start over with a new request.

How long does it take to process a grant recommendation?

Grant recommendations are processed once a week but please allow up to two weeks. Grant recommendations remain in the queue for due diligence review until processed. Occasionally it is necessary to adjust the timeline due to holidays or other one-time occurrences. You can always check the status of a grant in the Fundholder Portal.

Where can I get help if I don’t understand how to navigate the portal?

If you still have questions after reviewing the Fundholder Portal Instructions, please contact our team at 803-254-5601 or at [email protected].

What devices may I use to access the Fundholder Portal?

The new Fundholder Portal is compatible with most devices that can access the internet through a browser (e.g., your smartphone, tablet, and PC). However, there is no separate app for the system.