
FundAll · Personal credit
Credit Profile Services
Take your credit survey, upload your complete report privately, and get an AI-organized summary for your advisor to verify. Start with clarity—not a promised score increase.
No report needed to start. Share your goals first; your advisor helps with what comes next.
No hard credit pull to request a review · Private, role-based client portal · No guaranteed deletions or results
01
Tell us about your credit
Share your goals and concerns. We email your private portal invitation when your client file is created.
02
Bring your complete report
Sign in to your chosen provider, download all report pages, then upload the file inside FundAll.
03
Review your next steps
AI organizes the findings for your advisor to verify. Your summary stays in your vault, with a brief copy emailed to you and your chosen contact.
Your credit survey
New clients start here. Your answers help your advisor prepare; sensitive reports are uploaded only after you sign in.
