Fiduciary Accounting Submission Tool (FAST)
What is FAST?
Fiduciary Accounting Submission Tool (FAST) is a modernized, web-based tool that streamlines the way fiduciaries submit and review accountings and Fund Usage Reviews (FURs). Instead of using the older manual process, FAST provides a centralized online system that makes submitting, reviewing, and updating accountings and FURs faster, clearer, and easier.
With FAST, fiduciaries can:
- Submit new accountings and FURs
- Review previously submitted accountings and FURs
- Make updates or revisions when needed
- Access all their submissions in one organized online location
This modernized approach gives fiduciaries better visibility into their submissions and makes the accounting and FUR process more intuitive.
The FAST Resources section provides quick access to the essential tools fiduciaries need to get started and successfully navigate the Fiduciary Accountings Submission Tool (FAST).
Available resources:
- FAST Fiduciary User Guide – This guide will provide step-by-step instructions to fiduciaries on how-to complete critical tasks within FAST, how-to navigate in FAST, and how to review pertinent user information within FAST.
- Self‑registration for FAST – A job aid outlining the self‑registration process to gain access to FAST.
- Log into FAST – A job aid outlining clear steps for signing in through ID.me to reach the FAST homepage.
- Navigate FAST homepage and features – A walkthrough of FAST’s main features, including Manage Accountings, Fund Usage Reviews, the Knowledge Center, and Contact Us.
- FAST FAQ – This document provides information on frequently asked questions regarding FAST.
The Potential Fiduciary application allows Individuals, firms, and agencies the ability to register and apply as potential fiduciaries.
Access the job aids below for a walkthrough on registering as a Potential Fiduciary and addressing any requested revisions to your Potential Fiduciary Application.
The FAST tool allows fiduciaries to submit their accountings electronically.
Access these job aids for a walkthrough on how to create and submit an accounting, and how to address an accounting that has requested revisions.
Training videos:
- Getting started
- Add line item
- Accounting submission Part 1
- Accounting submission Part 2
- Review non-approved accountings
- Add needed documents
Job aids:
- Acknowledge an accounting
- Add money received line item
- Add money spent line item
- Add asset line item
- Add needed documents
- Application access
- Attach a file
- Create a new account
- Deactivate a line item
- Draft accounting
- Edit a line item
- Filter existing accountings
- Review a disapproved accounting
- Review a waived accounting
- Review requested revisions on an accounting
- Submit an accounting
The Fiduciary Fund Usage Review allows fiduciaries the ability to submit their Fiduciary Fund Usage Review electronically through FAST.
Access the job aids below for a walkthrough on creating and submitting a Fiduciary Fund Usage Review and addressing any requested revisions.