When you log into your project dashboard, you will see the following notification.
Click on complete setup to begin.
Take care to answer the questions to get the correct wallet setup.
Complete your organisation details.
Registered Address: Please fill out your organisation's registered address.
Legal representative: Your legal representative could be a trustee, treasurer or another member of the executive committee. You will need to upload their ID later in the setup process. The name, DOB and address details must therefore exactly match their ID – for example, if their legal first name is Robert, don't enter Rob.
Upload required documents.
ALL of the following documents must:
Include all pages
Include a signature, with a printed name, your role in the organisation and the date (governing doc/AGM minutes).
Be saved as .pdf, .jpeg, .jpg, .gif or .png
ID document: Upload the ID of the legal representative you listed above. Make sure the .pdf image is clear, in date and shows all corners and edges of the ID. If you experience problems, please see our troubleshooting guide.
Proof of registration: You need to upload your organisation’s governance documents, which may vary depending on the legal setup of your organisation – check with your trustees if you aren’t sure. For unregistered organisations, this is usually a constitution or set of fundamental principles which state how your organisation is to be structured. Please ask the legal representative to print their name and role in the organisation, sign and date them on the back page, with a statement to say that they are still relevant.
Governing document: Your governing document is the document that outlines the purpose of the organisation and the responsibilities of its members. For unregistered organisations, this is usually a constitution or set of fundamental principles which state how your organisation is to be structured. Please ask the legal representative to print their name and role in the organisation, sign and date them on the back page, with a statement to say that they are still relevant.
N.B. This is the same document that you used for proof of registration.
Legal Representative: If your governing document does not list the name and role of the person you have entered as your legal representative, please upload either a signed and dated copy of your latest AGM minutes that names them and clearly indicates the person has a role in your organisation or, a screenshot of your official website that shows their name and role in the organisation. Ensure you upload this at the same time as your Governing document otherwise the documents will fail verification.
If you need to change the name of your legal representative after you've uploaded your organisation documents, please note that this will reset your whole wallet.
Organisation Wallet Document table
Complete your bank account details.
Once your organisation or charity documents have been verified, you will be able to complete the financial section of your wallet. When you log into your dashboard, you'll see the following notification again.
Click on complete setup to continue.
When completing this section, please note that the account must be in the organisation's name (not an individual’s name). This must EXACTLY match the organisation name set up above. Please also use the same address that is on your bank statement (even if this is not the postal address of your organisation).
Upload your bank statement.
This must EXACTLY match the organisation bank account details submitted above. It must also include the following information in order to be accepted:
Account holder address address - This could mean you will need to enter the treasurer or your accountant's address rather than the organisation address.
Account number and sort code
Statement date (within the last 12 months)
We cannot accept Excel downloads, .xlsx copies or screenshots of your statement. It must be a PDF or a scan or photo of a statement.
Here’s an example of what we need to see:
Check your extra funding wallet after 72 hours to see if your documents have been verified or if you need to resubmit them. In the case where verification fails, you will see the following notification in the extra funding section of your dashboard. You will also be notified by email that you need to resubmit one or more of your documents.
How long do I have to set up my wallet?
You have 3 months from the date your project closes to set up your wallet.
Please message us if you need further assistance.