--- title: Anedot Application description: Learn how to complete the Anedot Application with this detailed walkthrough covering profile setup, required documentation, EIN verification, and tips to avoid delays during the account approval process. --- [Skip to content](https://help.anedot.com/knowledge/adding-your-organization#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en) 3. [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) # Anedot Application ## This guide provides step-by-step instructions for completing the Anedot Application, including required fields, documentation tips, and troubleshooting steps to support a successful submission. Getting started with Anedot is easy and secure—submit an application to open a fundraising account for your organization. The setup typically takes just a few minutes.  *A person with financial authority should be applying for an Anedot account. This is typically a political candidate, an organization's treasurer, or its chairman. This individual is typically listed on government filing paperwork. This is required by the federal government for KYC/AML compliance.* Before you begin, we recommend reviewing the required information and documentation in our help article, [What do I need to apply for an account?](https://help.anedot.com/knowledge/what-do-i-need-to-signup?hsLang=en), to ensure a smooth application experience. *If the application is not completed in one session, it will be saved as a draft for up to **60 days** before being automatically deleted.* [Click here to apply for a fundraising account!](https://anedot.com/accounts/application) --- ### Completing the Application The application should be filled out to the best of the applicant's knowledge. During verification, Anedot’s Underwriting team may contact the applicant directly to confirm or clarify details. #### Table of Contents: - [Apply for an Org Account](https://help.anedot.com/knowledge/adding-your-organization#name) - [Category](https://help.anedot.com/knowledge/adding-your-organization#category) - [Onboarding Survey](https://help.anedot.com/knowledge/adding-your-organization#onboarding_survey) - [Support Profile](https://help.anedot.com/knowledge/adding-your-organization#support_profile) - [Legal Entity](https://help.anedot.com/knowledge/adding-your-organization#legal_entity) - [Documentation](https://help.anedot.com/knowledge/adding-your-organization#documentation) - [Connect Bank](https://help.anedot.com/knowledge/adding-your-organization#connect_bank) - [Financial Authority](https://help.anedot.com/knowledge/adding-your-organization#financial_authority) - [Submit Application](https://help.anedot.com/knowledge/adding-your-organization#submit) - [Pending Application](https://help.anedot.com/knowledge/adding-your-organization#pending_application) - [Application Approval](https://help.anedot.com/knowledge/adding-your-organization#application_approval) --- #### Apply for an Org Account ![CleanShot 2025-05-14 at 15.45.00@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-05-14%20at%2015.45.00@2x.png?width=650&height=465&name=CleanShot%202025-05-14%20at%2015.45.00@2x.png) Complete the following: - **Display Name** *(The name shown to your supporters)* - **Type of Organization**  - **Sub-Category** --- #### Category #### **![CleanShot 2025-05-14 at 15.52.52@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-05-14%20at%2015.52.52@2x.png?width=670&height=482&name=CleanShot%202025-05-14%20at%2015.52.52@2x.png)** Select an additional category that best fits your organization type. --- #### Onboarding Survey **![CleanShot 2025-12-15 at 16.10.08@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-12-15%20at%2016.10.08@2x.png?width=591&height=558&name=CleanShot%202025-12-15%20at%2016.10.08@2x.png)** Complete the following: - **Previous Processor** - **How did you hear about Anedot?** - **Estimated annual processing volume** - **Where do you plan to use Anedot?** --- #### Support Profile #### ![CleanShot 2025-12-15 at 16.08.24@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-12-15%20at%2016.08.24@2x.png?width=591&height=635&name=CleanShot%202025-12-15%20at%2016.08.24@2x.png) Complete the following:  - **Description Shown on Donor Bank Statement** - The **Statement Descriptor** is the name that will appear on a donor’s bank statement. By default, it auto-populates with your organization’s Display Name but can be customized as needed. The descriptor is limited to **16 characters**. For longer organization names, consider using abbreviations and removing spaces. Choosing a clear, recognizable description helps donors identify transactions and can reduce the risk of chargebacks and refund requests. - **Public Phone Number** - **Public Email Address** - **Public Address** *Anedot makes an organization’s public email address and phone number available through our donor portal, [DonorSupport.com](https://www.anedot.com/donorsupport). Donors must log in using the email address associated with their donation to view this information. Currently, Anedot does not offer a public directory of accounts.* --- #### Legal Entity #### ![CleanShot 2025-12-15 at 16.59.55@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-12-15%20at%2016.59.55@2x.png?width=591&height=553&name=CleanShot%202025-12-15%20at%2016.59.55@2x.png) Provide the following details: - **Tax ID (EIN)**  - **Legal Name** - **Date Established** *(best estimate is acceptable)* - **Mission Statement** - **Legal Address** *Anedot does not accept Social Security Numbers to open fundraising accounts. All fundraising accounts must provide an Employer Identification Number from the IRS.* ***[You may obtain a free EIN here](https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online)*** --- #### Documentation #### ![CleanShot 2025-12-15 at 16.59.00@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-12-15%20at%2016.59.00@2x.png?width=508&height=570&name=CleanShot%202025-12-15%20at%2016.59.00@2x.png) Provide the following:  - **EIN document from the IRS ***(IRS Letter CP575)* - Additional supporting documentation *(Optional)* *Supported files: PDF, JPG, PNG* --- #### Connect Bank #### ![CleanShot 2025-05-14 at 15.58.15@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202025-05-14%20at%2015.58.15@2x.png?width=670&height=455&name=CleanShot%202025-05-14%20at%2015.58.15@2x.png) Anedot uses Plaid to verify banking details. **[Learn more about Plaid here!](https://plaid.com/)** To connect the organization's bank account via Plaid, follow the steps below: 1. Click **Connect Your Bank** 2. In Plaid, click **Continue**. 3. Select your bank or search using the bank name 4. Enter online banking credentials 5. Enter the **Verification Code** sent by your bank 6. Choose the bank account to link 7. Review terms and click **Connect Account Information** *If you are manually connecting your bank account, you must have a voided check, a bank confirmation letter, or another document showing the account name, account number, and the bank's signature ready for upload.* *You must also provide the ACH routing number. Using a Wire routing number will cause deposits to fail. * --- #### Financial Authority #### ![CleanShot 2026-01-22 at 05.01.59@2x](https://help.anedot.com/hs-fs/hubfs/CleanShot%202026-01-22%20at%2005.01.59@2x.png?width=670&height=779&name=CleanShot%202026-01-22%20at%2005.01.59@2x.png) One individual associated with the organization must accept **Financial Responsibility** in order to submit the application. To assume Financial Responsibility, the individual must meet at least one of the following criteria: - Be listed on a public record, government, or financial document linking them to the organization - Hold legal and financial authority to control, manage, or represent the organization, such as serving as the president, treasurer, executive director, candidate, or another authorized representative If the individual completing the application cannot accept Financial Responsibility, they should select **“No, I am not the Account Owner.”** An invitation can then be sent to the appropriate individual to assume the role of Account Owner. This person will receive an email with instructions to accept Financial Responsibility. Once the invitation is sent, the current user may exit the application. The invited Account Owner can then complete and submit the application. **Verify Identity with Plaid** Similar to bank account verification, Anedot uses Plaid to verify the identity of the individual accepting Financial Authority for a fundraising account. Plaid verification requires the user to provide and confirm their phone number, date of birth, and Social Security number. **Social Security Number Requirement** Opening an Anedot fundraising account is similar to opening a bank account. As a registered payment facilitator, Anedot must follow federal guidelines set by the Financial Crimes Enforcement Network (FinCEN), including verifying the identity of the Principal user *(Owner/Financial Authority)*—someone with significant control over the organization. Only the Owner needs to provide full demographic details, including a Social Security Number, to meet requirements under FinCEN and the [Patriot Act](https://www.fincen.gov/resources/statutes-regulations/usa-patriot-act) *(reauthorized in 2020)*. For more details, [view the FinCEN FAQ](https://www.fincen.gov/sites/default/files/2016-09/FAQs_for_CDD_Final_Rule_%287_15_16%29.pdf), especially Questions 11 and 18. If you have questions, [contact us here](https://www.anedot.com/getsupport)—we’re happy to help. --- ### Submit Application In the final step of the application, you’ll be presented with an overview of your information for review. Before submitting, click **Run Final Check** to confirm that all required information and documents have been successfully entered or uploaded. Once the final check is complete, click **Submit Application** to finish. --- ### Pending Application Upon submission, the application is placed in a **Pending** status for review by Anedot’s Underwriting and Risk teams. The Underwriting team will provide updates via email if additional information or documentation is required. All correspondence related to the application will be sent from accounts@anedot.com. To ensure you receive all important communications from our team and notifications related to your account activity, please add the following email addresses to your contact list: - **accounts@anedot.com** *to communicate with our Underwriting team* - **help@anedot.com** *to reach our Support team* - **info@anedot.com** *donation and transfer notifications will be sent from this address* - **app@anedot.com** *password reset and verification emails will be sent from this address* --- ### Application Approval All applications are carefully reviewed and approval is not guaranteed. If your application is approved, your fundraising account will be activated and you will receive an email confirmation. If your application is not approved, our team will notify you by email. All decisions are final. *Underwriting decisions typically take **1 to 2 business days**.* For additional assistance with an active fundraising account, please contact our Support team [here](https://www.anedot.com/getsupport).  - [Get Started](https://help.anedot.com/knowledge/get-started?hsLang=en#main-content) - [Anedot 101](https://help.anedot.com/knowledge/get-started?hsLang=en#anedot-101) - [Apply for an Account](https://help.anedot.com/knowledge/get-started?hsLang=en#apply-for-an-account) - [Security](https://help.anedot.com/knowledge/get-started?hsLang=en#security) - [Action Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#main-content) - [Action Page Basics](https://help.anedot.com/knowledge/action-pages?hsLang=en#action-page-basics) - [Page Builder](https://help.anedot.com/knowledge/action-pages?hsLang=en#page-builder) - [Advanced Features](https://help.anedot.com/knowledge/action-pages?hsLang=en#advanced-features) - [State Specific Pages](https://help.anedot.com/knowledge/action-pages?hsLang=en#state-specific-pages) - [Finance](https://help.anedot.com/knowledge/finance?hsLang=en#main-content) - [Management & Reporting](https://help.anedot.com/knowledge/finance?hsLang=en#management-reporting) - [Internal Processing](https://help.anedot.com/knowledge/finance?hsLang=en#internal-processing) - [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en#main-content) - [CRM & Donor Management Systems](https://help.anedot.com/knowledge/integrations?hsLang=en#crm-donor-management-systems) - [Email Marketing & Communication Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#email-marketing-communication-tools) - [Integration & Automation Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#integration-automation-tools) - [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) - [E-commerce, Financial, and Membership Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#e-commerce-financial-and-membership-tools) - [Relay Data & Troubleshooting](https://help.anedot.com/knowledge/integrations?hsLang=en#relay-data-troubleshooting) - [Settings](https://help.anedot.com/knowledge/settings?hsLang=en#main-content) - [Access](https://help.anedot.com/knowledge/settings?hsLang=en#access) - [Configuration](https://help.anedot.com/knowledge/settings?hsLang=en#configuration) - [Finance](https://help.anedot.com/knowledge/settings?hsLang=en#finance) - [Setup](https://help.anedot.com/knowledge/settings?hsLang=en#setup) - [Other Actions](https://help.anedot.com/knowledge/settings?hsLang=en#other-actions) - [Donor Support](https://help.anedot.com/knowledge/donor-support?hsLang=en#main-content) - [Getting Started with Your Donor Account](https://help.anedot.com/knowledge/donor-support?hsLang=en#getting-started-with-your-donor-account) - [Manage Your Giving](https://help.anedot.com/knowledge/donor-support?hsLang=en#manage-your-giving) - [Donor FAQ](https://help.anedot.com/knowledge/donor-support?hsLang=en#donor-faq) [![Chill listening crop-3](https://help.anedot.com/hubfs/623c96e00d0d93f7d3a66f2e_Anedot_Typemark_Blue.svg "Chill listening crop-3")](https://www.anedot.com/) [mailto:help@anedot.com](mailto:help@anedot.com) Copyright © 2025, Anedot, Inc.