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after you have been added as a signatory for your charity bank account you will receive an email with the onboarding link and the verification code click on the link in the email and follow the instructions on screen to complete the account setup and the verification process start by filling in your full name the email field will be pre-filled with your email address followed by the secure password of your choice then click on create account to continue an automated email will be sent to your inbox at this point to verify your email address please return to your inbox and click on the link in the verification email to verify your email address then click on continue onboarding to proceed next you are required to verify your phone number key in your phone number and click on send to receive the six digit code to verify your phone number after your number has been verified click on verify to proceed in The Next Step by default your first and last name and your email address will be Auto