> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/get-started/apply-for-an-account/anedot-application.md). # Anedot Application Submit an application to open a fundraising account. Setup typically takes a few minutes. {% hint style="info" %} The Account Owner must be the person with **legal and financial authority**, as listed on official documents. Accepted roles depend on your organization type and are listed in [What do I need to apply for an account?](/get-started/apply-for-an-account/what-do-i-need-to-apply-for-an-account.md#additional-requirements-by-organization-type). This is required for KYC/AML compliance. {% endhint %} Before you begin, review [What do I need to apply for an account?](/get-started/apply-for-an-account/what-do-i-need-to-apply-for-an-account.md). If you do not finish in one session, the application is saved as a draft for up to **60 days**, then deleted automatically. **Apply:** [anedot.com/accounts/application](https://anedot.com/accounts/application) ## Completing The Application Fill out the application to the best of your knowledge. During verification, Anedot's Underwriting team may contact you to confirm or clarify details. ### Apply For an Org Account Complete: * **Display Name**: name shown to supporters * **Type of Organization** * **Sub-Category** ### Category Select an additional category that best fits your organization type. ### Onboarding Survey * Previous processor * How did you hear about Anedot? * Estimated annual processing volume * Where do you plan to use Anedot? ### Support Profile * **Description Shown on Donor Bank Statement**: Statement Descriptor (default: Display Name). It must be **14 to 16 characters** long and easy for donors to recognize. For longer names, use abbreviations and remove spaces. Avoid generic descriptors like "Donations" or "Campaign Fund"; use your candidate or committee short name instead. A clear descriptor helps donors recognize charges and can reduce chargebacks and refunds. * Public phone number * Public email address * Public address Anedot makes the organization's public email and phone available through the donor portal ([DonorSupport.com](https://www.anedot.com/donorsupport)). Donors must log in with the email used for their donation. Anedot does not offer a public directory of accounts. ### Legal Entity * Tax ID (EIN) * Legal name * Date established (best estimate acceptable) * Mission statement * Legal address (a US street address; PO Boxes are not accepted) {% hint style="warning" %} Anedot does **not** accept Social Security Numbers to open fundraising accounts. Provide an Employer Identification Number (EIN) from the IRS. Free EIN: [IRS online application](https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online). {% endhint %} ### Documentation * EIN document from the IRS (IRS Letter CP575 or IRS Letter 147C). Printouts from third-party EIN lookup websites are not accepted * Additional supporting documentation (optional) * Supported files: PDF, JPG, PNG ### Connect Bank Anedot uses [Plaid](https://plaid.com/) to verify banking details. 1. Click **Connect Your Bank** 2. In Plaid, click **Continue** 3. Select or search for your bank 4. Enter online banking credentials 5. Enter the verification code from your bank 6. Choose the bank account to link 7. Review terms and click **Connect Account Information** If Plaid verifies with a **micro-deposit** ($0.01) instead of online banking credentials, enter the code from the transaction description. For finding the deposit and resolving **Verification Unsuccessful**, see [Verify a bank account with Plaid micro-deposit](/get-started/apply-for-an-account/verify-a-bank-account-with-plaid-micro-deposit.md). Connect a **business checking** account in the organization’s name (for political accounts, the candidate’s or the committee’s name). Some banks are not accepted; see [Banks We Do Not Accept](/get-started/apply-for-an-account/what-do-i-need-to-apply-for-an-account.md#banks-we-do-not-accept). If you connect manually, upload a voided check or signed bank letter that shows the printed account name and the full account and routing numbers. Handwritten details are not accepted. Provide the **ACH routing number**. A wire routing number will cause deposits to fail. ### Financial Authority One individual must accept **Financial Responsibility** to submit. The Account Owner is the person with legal and financial authority, as listed on official documents. Accepted roles by organization type: * **Political organizations and committees:** the candidate, the treasurer, someone named on the filing, a signer on the bank account, or a key executive such as the campaign manager. For PACs: the Executive Director, the Treasurer, or a signer on the bank account * **Nonprofits (501(c)(3) and 501(c)(4)):** a C-suite officer, Executive Director, Board Chair, or President, matching your filings * **Churches and ministries:** Lead Pastor, Executive Director, Board Member, or Treasurer If the applicant cannot accept Financial Responsibility, select **"No, I am not the Account Owner."** Invite the appropriate person; they receive an email with instructions. After sending the invite, the current user may exit. The invited Account Owner completes and submits the application. See [Organization Information & Account Ownership](/settings/setup/organization-information-account-ownership.md) for ownership after approval. #### Verify identity with Plaid Similar to bank verification, Plaid verifies the individual accepting Financial Authority. The user confirms phone number, date of birth, and Social Security number. Opening an Anedot fundraising account is similar to opening a bank account. As a registered payment facilitator, Anedot follows FinCEN guidelines, including verifying the Principal (Owner/Financial Authority). Only the Owner provides full demographic details, including SSN, under FinCEN and the Patriot Act (reauthorized in 2020). More detail: [FinCEN FAQ](https://www.fincen.gov/sites/default/files/2016-09/FAQs_for_CDD_Final_Rule_\(7_15_16\).pdf) (especially Questions 11 and 18). Questions: [Support](https://www.anedot.com/getsupport). ## Submit Application Review the overview of your information. Click **Run Final Check** to confirm required information and documents, then **Submit Application**. ## Pending Application After submission, status is **Pending** for Underwriting and Risk review. Updates requesting more information come by email from ****. Add these addresses to your contacts: | Address | Purpose | | --------------------- | -------------------------------------- | | | Underwriting | | | Support | | | Donation and transfer notifications | | | Password reset and verification emails | ## Application Approval All applications are reviewed; **approval is not guaranteed**. If approved, your fundraising account is activated and you receive email confirmation. If not approved, you are notified by email. **All decisions are final.** Underwriting decisions typically take **1 to 2 business days**. For help with an active account: [Support](https://www.anedot.com/getsupport). **Related:** [How Quickly Can I Get Setup On Anedot?](/get-started/anedot-101/how-quickly-can-i-get-setup-on-anedot.md) · [What do I need to apply for an account?](/get-started/apply-for-an-account/what-do-i-need-to-apply-for-an-account.md) · [Account Security Updates](/get-started/security/account-security-updates.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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