Add a DAF Fundholder Account

Adding a fundholder account allows additional users to participate in discovery and review through your DAF account.

This article explains how fundholder access is added on WellFunded.

When Fundholder Accounts Are Added

Fundholder accounts may be added when:

• A new fundholder joins your DAF

• Additional users need access for review or coordination

• Advisors or staff support fundholder activity

How Fundholder Accounts Are Added

Fundholder access is typically added by:

• A DAF administrator

• The WellFunded team, upon request

If you would like to add a fundholder account, contact support with the relevant details.

Learn More

For step by step guidance on specific features, browse or search this Help Centre.

If you are unable to find what you need, you can contact support at support@wellfunded.io.