> For the complete documentation index, see [llms.txt](https://guide.givewise.ca/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/securities-and-mutual-funds/draft-donating-securities-and-mutual-funds/draft-contributing-securities-through-a-self-directed-platform.md).

# DRAFT: Contributing Securities through a Self-Directed Platform

If you use a self-directed investment platform, follow the steps below to contribute securities to your GiveWise Giving Fund.

***

### Instructions

1. Sign in to your [GiveWise Giving Fund](https://fund.givewise.ca/login). If you're new to GiveWise, [create an account first](https://fund.givewise.ca/sign-up/signup).
2. Select **Add Funds** from the top navigation bar.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FRwwMfQxRAY6SF111r70M%2FAdd%20Funds%20Screen%20Shot.png?alt=media&amp;token=f90ace11-db2e-4bba-9b60-5dc9d59fbee3" alt=""><figcaption></figcaption></figure>

3. Under **Make a Contribution**, select **Securities**.&#x20;

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FmISctgrVCTXbRcoSeMOz%2FMaking%20Contribution%20-%20Securities.png?alt=media&amp;token=1ea755df-7f9f-47e7-991a-c56dc8ade726" alt=""><figcaption></figcaption></figure>

4. Select **I use a self-directed investment platform**.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FTcTg1ra8zMlJPmsD0LxC%2Fimage.png?alt=media&amp;token=7fbc2e82-c6fa-44a7-85ab-7d566c76cb8d" alt=""><figcaption></figcaption></figure>

5. Complete the **securities contribution form** with the details of the investment firm and account holding your securities, followed by the securities you want to transfer. If you’re donating more than one security, select **Add Additional Security** to enter each one.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FsFnNSwHslXeIXkx19CRE%2Fimage.png?alt=media&amp;token=05afdf51-5777-41ff-9595-40ac756a1d81" alt=""><figcaption></figcaption></figure>

6. Read the acknowledgement at the bottom of the form, check the box beside it, and select **Submit**.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FI1v6Ejz74qd0FYjZrrso%2Fimage.png?alt=media&amp;token=3bc6c00f-f742-4669-81dd-62e936d71415" alt=""><figcaption></figcaption></figure>

7. After submitting the form, select **Gift of Securities – Letter of Direction (PDF)** to download your pre-filled transfer document. You’ll also receive a copy by email, along with a reminder to initiate the transfer with the firm holding your securities.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FLQulegD23E3OdyEyOJFP%2Fimage.png?alt=media&amp;token=19ba7563-ffd6-460a-be66-57b2d5e6c5fd" alt=""><figcaption></figcaption></figure>

8. **Follow the transfer process for your investment platform or custodian.** Each platform may have different requirements for initiating a securities transfer, so review your platform’s instructions or contact them to determine your next steps. Your Letter of Direction contains the information needed to support the transfer.

   **Submitting the GiveWise form does not initiate the transfer.** You must complete the required steps with the investment platform or custodian holding your securities.

***

#### Need Help?

If you have any questions, please reach out to <support@givewise.ca>.


---

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