To log in - Click on the Fund Xpress icon below:
Fund Xpress is a secure online fund information site for the Advised Funds program. Through this site fund advisors can submit grant recommendations, view fund financial information and search for nonprofit organizations in need of support. This exciting service is password protected to keep all information confidential.
Fund statements are updated on Fund Xpress twice a year, in March (reflecting figures as of December 31) and September (reflecting figures as of June 30). Each statement includes an update on fund market value, and recent grant and/or contribution information. In addition to fund statements, you can find the following information on Fund Xpress:
- Monthly: updated grant and contribution totals
- Quarterly: updated market values (usually available 6 weeks after the quarter ending date)
To try a demo version of Fund Xpress right now, please click the Fund Xpress link above and use the following log in information:
user name = demo, password = ocfdemo
If you are interested in having access to Fund Xpress, please contact us.