> 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-with-a-financial-advisor.md).

# 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](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 work with a financial advisor**.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FVZ3yRj0TDzlR9uxMnZEa%2Fimage.png?alt=media&amp;token=df08ddff-74f1-44d0-b388-d431d2d45f35" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FJi9UsDLRtDWr6JDb8OWH%2Fimage.png?alt=media&amp;token=6da0c32d-7bc1-4f4e-ac0b-0d147bdd5ead" alt=""><figcaption></figcaption></figure>

6. 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**.

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2Fitlphtx6lqXHVsgLqLgR%2Fimage.png?alt=media&amp;token=72436000-faa3-475c-8498-f2e676091d70" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2657341071-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgrlLTamLkIXTG8PTOe0W%2Fuploads%2FJNKO2QOBPBpMYbcqGkoy%2Fimage.png?alt=media&amp;token=86b13f8e-aeec-47a1-8312-13486ca5c723" alt=""><figcaption></figcaption></figure>

**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>.


---

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