Setting up your Account
Last updated
Last updated
Contact Information: Reach out to Dan Kyte at to initiate the setup process.
Required Documentation: GiveWise, an accredited investor, completes the registration forms to become a corporate level client of your firm.
GiveWise becomes your client.
Master Corporate Account:
Instruct the client to open a GiveWise Giving Fund. Takes 5 minutes and is completely online. .
Set up a master-level corporate account with your preferred brokerage or dealer platform.
Individual sub-accounts will be labeled as "GiveWise - [Client/Donor Name]" for easy identification.
Account Management:
GiveWise provides you with with bank account details for efficient fund transfers.
Sub-accounts enable donors to retain advisory privileges over investment decisions.
Flexible Guidelines:
Work with clients to recommend portfolios that align with GiveWise’s flexible investment policy.
Investment accounts with balances starting at $25,000 are eligible for growth under the advisor’s management.
Regular Reporting:
Advisors have express permission to report account performance directly to clients.
Performance updates follow the advisor’s regular cadence.
Streamlined Approvals:
All investment, rebalancing, and liquidation requests are approved by GiveWise as the asset owner.
Approvals are managed via email between the advisor, donor, and GiveWise.
Grant Processing:
Donors can recommend grants to registered Canadian charities through the GiveWise platform.
Integration with Platforms:
GiveWise works with major firms like CI Assante, Canaccord Genuity, NBFWM, and others to ensure seamless account integration.
Accounts are structured within proprietary dealer platforms for efficiency.
Customized Reporting:
Advisors provide regular performance updates to donors using third-party permissions granted by GiveWise.
Efficient Processes:
Sub-accounts minimize administrative burdens, and GiveWise manages all regulatory compliance for master accounts.