> For the complete documentation index, see [llms.txt](https://help.givechariot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.givechariot.com/onboarding/onboarding-guide.md).

# Onboarding Guide

### \[1] Create your account

* Navigate to [dashboard.givechariot.com/signup](https://dashboard.givechariot.com/signup)
* Enter your **work email** and create a **secure password**

<div><figure><img src="/files/Qt5VB5PNgBwJ24S4OyWJ" alt=""><figcaption></figcaption></figure> <figure><img src="/files/1xWin45hacZ7VWzAOejn" alt=""><figcaption></figcaption></figure></div>

* Select your **organization (**&#x53;ee [Organization Eligibility](/onboarding/compliance-verification/organization-eligibility.md))

<div><figure><img src="/files/NHfISHROCBkG90PalZ9Q" alt=""><figcaption></figcaption></figure> <figure><img src="/files/wYs946s0GztI1yYrYTq0" alt=""><figcaption></figcaption></figure></div>

***

### \[2] Compliance Verification

To comply with federal regulations, a control person must verify their identity to claim an account.

<div><figure><img src="/files/MLI7ITmIZojGs2zDQnso" alt=""><figcaption></figcaption></figure> <figure><img src="/files/akTOaQN9SRwhwoBlwr2N" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
A control person is an individual with significant responsibility to control, manage, or direct your nonprofit organization or financial operations. If this is you, you probably have a title like Executive Director, VP of Finance, CEO, or CFO.
{% endhint %}

#### **Verification Steps**

{% stepper %}
{% step %}
**Control Person Details**

* Full Legal Name
* Date of Birth
* Residential Address
* Legal Status (United States)
* Social Security Number
  {% endstep %}

{% step %}
**Expected Usage**

Answer questions about your expected use of Chariot's platform. These ranges help us tune fraud protection and comply with FinCEN rules. Estimates are fine.
{% endstep %}

{% step %}
**Review & Confirm**

Please make sure that the verification data you entered is accurate and up to date
{% endstep %}
{% endstepper %}

<details>

<summary><strong>Frequently Asked Questions</strong></summary>

See [Account FAQs](/onboarding/account-faqs.md#why-is-it-necessary-to-provide-the-control-persons-personal-information)

</details>

<details>

<summary><strong>Security Standards</strong></summary>

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

</details>

***

### \[3] Account Review

Once you’ve submitted your information, you’ll return redirected back to the dashboard while you wait for approval.

<div><figure><img src="/files/sVFzrPWPQb8e5GhzYPex" alt=""><figcaption></figcaption></figure> <figure><img src="/files/0RXg8jq7idkyCC6pHvVk" alt=""><figcaption></figcaption></figure></div>

If we’re unable to automatically verify your information, you will be notified via email with a request for [Supplementary Documentation](/onboarding/compliance-verification/supplementary-documentation.md). Please keep an eye on your inbox to avoid delays in account activation.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.givechariot.com/onboarding/onboarding-guide.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.