The Fiscal Sponsor Dashboard
Welcome to the fiscal sponsor dashboard, designed to provide you with a detailed overview of your organization's financial activities.
Introduction
The Mazlo dashboard is designed to be your financial home base. You can easily review your organization's available balance within the primary checking account, in addition to seeing the total holdings of all the accounts within your organization. You can also save your banking details, download a bank letter, and download wire instructions to receive domestic and international wires to the organization's primary checking account.
The Fiscal Sponsor Dashboard
1: Review the Organization's Available Unrestricted Funds
First, the unrestricted funds represents the money in your organization's primary checking account.
The graph represents the last thirty days of the primary account's financial activity.
2: Review the Total Available Holdings and the Top Projects
The total holdings of your account is the sum total of all the project accounts and the primary checking account.
Review a breakdown of your organization's top accounts.
3: Save the Banking Details for the Primary Checking Account
Next, review the banking details to send a wire or ACH to the primary checking account.
Save Regent Bank's routing number.*
*This is the only routing number of Regent Bank's that is connected to your Mazlo account. If your sending bank doesn't see this routing number in their database, please request that they manually update their database.
Save the bank address. This may be requested when sending an ACH or wire transfer to your account.
Click 'Download' to download a PDF of a bank verification letter for the primary checking account. Additionally, you can download wire instructions with the correct bank details to receive a domestic or international wire to the primary checking account.
Read our article on Wire Instructions for more information.
Contact Our Team
Please contact our team if you have any questions: [email protected].
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