Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

DRAFT: Contributing Securities with a Financial Advisor

If you work with a financial advisor, follow the steps below to contribute securities to your GiveWise Giving Fund.

Instructions

  1. Sign in to your GiveWise Giving Fund. If you're new to GiveWise, create an account first.

  2. Select Add Funds from the top navigation bar.

  1. Under Make a Contribution, select Securities.

  1. Select I work with a financial advisor.

  1. Enter your advisor's name, email address, and firm or brokerage, along with the approximate amount you plan to contribute.

  1. Choose how you intend to use the contribution: Liquidate for immediate giving (Giving Wallet) or Invest with my advisor for growth (Investment Account). If you haven't decided, select I will discuss with my advisor.

  1. Read the authorization notice, review your information, and select Submit.

What happens next? Your advisor will receive an email with the information needed to arrange the securities transfer to GiveWise. Let them know you’ve submitted the request so they can review it and coordinate the transfer with the firm holding your investments.

Submitting the form does not transfer your securities.

Need Help?

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

Last updated