Authorize a representative to open an account

Have a meeting with board members of the charity to discuss your options and who will be the person opening the account.

Open an account

You can open an account online in minutes

Wait for verification

Wait 24 hours for your account to be verified.

Provide your donors with your custom stock donation page or give them a non-automated form

You can download your link t o your stock donation page from your account page after signing in.

Wait for your checks

Once the donor initiates a transfer you sit back and wait for us to process the donation and then you will get a check or wire transfer for the proceeds when the donation clears.