# Onboarding Guide

Whether you found Chariot through your fundraising platform (like GoFundMe), from one of our Disbursement partners (like Daffy), or discovered us on your own, the process to get started is quick, secure, and designed for nonprofit teams of all sizes.

<figure><img src="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2F9egKK3vAdejjv1qtM0UO%2FGroup%2020201.png?alt=media&#x26;token=7d26df55-7d31-4bd0-9a0e-928665e8ca92" alt=""><figcaption></figcaption></figure>

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### ✍️ Step 1: Sign Up for Chariot

* Navigate to [dashboard.givechariot.com/signup](https://dashboard.givechariot.com/signup)
* Enter your **work email address**
* Create a **secure password**
* Complete **Two-Factor Authentication (TFA)**
* Select your **organization** using its name or EIN (See [organization-eligibility](https://help.givechariot.com/onboarding/compliance-verification/organization-eligibility "mention"))

<figure><img src="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2Ft3n7ZtutG047LWMRj1Pg%2FGroup%2050218.png?alt=media&#x26;token=f6b972e3-8bc6-4bf2-abc2-12950867abd6" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can update your TFA settings anytime from your dashboard under **Settings > Change TFA**.
{% endhint %}

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### 🏦 Step 2: Set Up Your Chariot Deposit Account

After your login is verified and you’ve selected your organization, you’ll be prompted to complete **Compliance Verification**.

<figure><img src="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2FHJpF8rG5SY2jm1EYHyq7%2FNew%20User.png?alt=media&#x26;token=8d855466-e8e6-4442-84bd-109baa51f15f" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Important:** Chariot requires a Control Person from your organization to verify their information and activate your account. A Control Person is someone with significant responsibility to control, manage, or direct your nonprofit organization (e.g. Executive Director, President, COO, CFO, etc)
{% endhint %}

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#### 🧾 What You’ll Need to Complete Verification:

Before you begin, make sure you have the following **Control Person details** ready:

* Full Legal Name (as shown on government-issued ID)
* Date of Birth
* Residential Address (no P.O. boxes)
* Legal Status in the U.S.
* Social Security Number

[#why-is-it-necessary-to-provide-the-control-persons-personal-information](https://help.givechariot.com/account-faqs#why-is-it-necessary-to-provide-the-control-persons-personal-information "mention")

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#### 👤 Control Person Verification Steps

<figure><img src="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2FdL9aXGJIvomJVw2bjrrl%2FGroup%2050330.png?alt=media&#x26;token=d98e4939-a3de-4e8a-837f-189e1a586e23" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
**Enter your organization’s full 9-digit EIN.**

This will surface your organization’s official IRS-registered name and address.
{% endstep %}

{% step %}
**Review and confirm your organization details.**

You can edit the Preferred Name and Address if needed.
{% endstep %}

{% step %}
**Select a Control Person.**

The Control Person will appear automatically if they are listed in your IRS 990. Otherwise, choose “Other” and manually enter their information.
{% endstep %}

{% step %}
**Enter the Control Person’s basic details.**

Provide Full Name and Date of Birth exactly as they appear on official identification.
{% endstep %}

{% step %}
**Enter residential address, legal status, and SSN.**

All personal details are securely handled by Chariot’s third-party identity management partner using **Secure Data Enclaves** and industry-leading encryption.
{% endstep %}

{% step %}
**Answer questions about your expected use of Chariot.**

This helps us meet financial compliance requirements.
{% endstep %}

{% step %}
**Review and confirm everything one final time.**
{% endstep %}
{% endstepper %}

<figure><img src="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2FrfmLoJEjWzEpjXqg9A6M%2FGroup%2050329.png?alt=media&#x26;token=40e4f585-33d3-46e0-a231-d9d7462b4a02" alt=""><figcaption></figcaption></figure>

***

### 👣 Final Step: Account Review

Once you’ve submitted your information, you’ll return to your dashboard. If anything needs additional review, a **notification will appear at the top** of your screen showing that your Chariot Deposit Account is under review.

{% hint style="info" %}
If we’re unable to verify your information automatically, a member of our team may reach out to you via email to request [supplementary-documentation](https://help.givechariot.com/onboarding/compliance-verification/supplementary-documentation "mention"). Please keep an eye on your inbox to avoid delays in account activation.
{% endhint %}

<figure><img src="https://2623134947-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYeSwaMWBAjiYfXgDU5ZT%2Fuploads%2FiK8oTZwNGqSS4tTS9c1R%2FCompliance%20Verification.png?alt=media&#x26;token=c0243b64-86e0-457c-8adb-a72011ab8d0d" alt=""><figcaption></figcaption></figure>