Frequently asked questions
Scroll down to see answers to things we get asked a lot. If you're looking for something specific, enter or choose a keyword below.
- ALR
- Benefits
- Eligibility
- Fees
- General
- Gifting
- How it works
- Linking bank accounts
- Opening an account
- Prepaid card
- Qualified expenses
- Successors and Estates
- Tax benefits
- What is a gifting profile?
- For easier gifting, family and friends can create a gifting profile to save their banking information and have their own personal dashboard with easy access to review their gifting history and receipts. Creating a gifting profile Go to the unique gifting page and click on “Make a... Read more
- Can I make regular repeat contributions?
- Anyone who sends a gift can set up recurring contributions—for birthdays, holidays, or just because—and save their information in a convenient gifting profile to streamline future gifting. How to set up recurring gifts: Sign in to your gifting profile Select the recipient you would like to send a... Read more