New Financial Advisor Application

The benefits of an ACGFund Financial Advisor Account are just steps away. Let's get started!

The first step is to download the ACGFund Program Description available here.

Once you are familiar with the ACGFund program, you are ready to open your new Financial Advisor Account.

If you have a Donor ready to create their own account, choose the Create Account button from the user portal

Please reach out to us directly so we can assure a smooth application to joining the ACGFund advisors family. We can be reached at acgfund@reninc.com or by phone at 877-236-2607.

As soon as we have your completed application, we will email you and your donor their account credentials and invite you both to login to the ACGFund web site to validate their initial contribution and investment strategy.

New Financial Advisor Account Application

Firm Name

First Name *

Middle Name

Last Name *

Mailing Address *

City *

State *

Zip Code *

Phone Number *

Fax Number

E-mail Address *

Representative Number

Branch Number

Would you like to open a new donor advised fund account on behalf of your client? *

Yes

Name of Donor Advised Fund *

Title

First Name *

Middle Name

Last Name *

Suffix

Mailing Address *

City *

State *

Zip Code *

Date of Birth *

Month

Day

Year

Phone Number *

Fax Number

E-mail Address *

Would you like to add a Secondary Donor to the account? *

Yes

Title

First Name *

Middle Name

Last Name *

Suffix

Mailing Address *

City *

State *

Zip Code

Date of Birth *

Month

Day

Year

Phone Number *

Fax Number

E-mail Address *

Would you like to add a Successor Donor to your account? *

Yes

Title

First Name *

Middle Name

Last Name *

Suffix

Mailing Address *

City *

State *

Zip Code *

Date of Birth *

Month

Day

Year

Phone Number *

Fax Number

E-mail Address *

Leave this field blank

New Financial Advisor Application

New Financial Advisor Account Application

Make the Most of Your Client's Giving

Who We Are

Why Choose ACGFund?

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