Skip to main content

Explanation of Terms

torsos and hands of 2 individuals reviewing printed documents
Explanation of Terms secondary image

Explanation of Terms for Advised, Scholarship, and Discretionary Funds

Your fund type is located in the “Fund Profile” section of your fund statement.

Read or download a complete Explanation of Terms for advised, scholarship, or discretionary funds.

 

Explanation of Terms for Designated and Nonprofit Funds

Your fund type is located in the “Fund Profile” section of your fund statement.

Read or download a complete Explanation of Terms for designated or nonprofit funds.