Help Center
Client Services
CSAFE’s Client Services team is here to support Colorado’s local government entities with secure, reliable, and responsive assistance. Whether you need help with transactions, reporting, or account access, our dedicated team is ready to ensure your investment experience is seamless.
Transactions & Account Activity
- Contributions & Withdrawals – Processed securely through the Participant Portal.
- Transfers Between Accounts – Move funds between CSAFE Cash and CSAFE Colorado Core with ease.
- Liquidity – Access your funds when you need them, with no penalties for withdrawals.
Account Access & Password Resets
- Forgot Your Password? – Reset your login credentials quickly and securely.
- User Access Management – Add or update authorized users within your entity.
- Multi-User Permissions – Assign roles for finance staff, treasurers, and auditors to ensure proper oversight.
Reporting & Statements
- Daily & Monthly Reports – Access real-time fund data and monthly summaries.
- Quarterly & Annual Statements – Download comprehensive financial records.
- Audit Support – Export transaction history for compliance and annual reporting.
Account Updates & Documentation
- Update Authorized Signers – Submit changes when officials or finance officers transition.
- Maintain Investment Policies – Upload revised policies to remain in compliance.
- Board Resolutions & Instruments of Adoption – Guidance on updating governance documents.
Participant Relations
Contact Us
We’d love to hear from you. Whether you have questions about enrollment, need account support, or want to learn more about CSAFE’s investment pools, our team is ready to help.