# Setting up your Account

## Steps to Get Started

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#### 1. Establish a Relationship with GiveWise

* **Contact Information:** Reach out to Dan Kyte at <dan.kyte@givewise.ca> to initiate the setup process.
* **Required Documentation:** GiveWise, an accredited investor, completes the registration forms to become a corporate level client of your firm.&#x20;
* GiveWise becomes your client.

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#### 2. Open Accounts

* **Master Corporate Account:**
  * Instruct the client to open a GiveWise Giving Fund. Takes 5 minutes and is completely online. [See instructions here](https://guide.givewise.ca/for-donors-getting-started-with-givewise).
  * 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.

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#### 3. Manage Investment Strategies

* **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.

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#### 4. Facilitate Charitable Grants

* **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.

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#### Supporting Financial Brokers and Dealers

* **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.