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Can NPT Donor Advised Fund accounts be connected with other brokerage services?

April 26, 2017accounts advised brokerage connected donor fund NPT Services

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Can NPT Donor Advised Fund accounts be connected with other brokerage services?

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No. However, online account statements are available from NPT and you can consolidate the information for your client if you wish. For more information, please visit our Donor FAQs, which answers additional questions about the NPT Donor Advised Fund.