1
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.2
Open an account
You can open an account online in minutes3
Wait for verification
Wait 24 hours for your account to be verified.4
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.5