If you have an existing WinRed account from a prior cycle and would like to change the name that appears on the account, follow the steps below to get started.
Note: The name of a Conduit account can only be updated if the FEC ID remains the same. If the committee is receiving a new ID, a new account must be onboarded at winred.com/register.
Update the Name with the IRS
First, you will need to update the name of the committee with the Internal Revenue Service (IRS). The IRS will then send a new SS-4 letter with the committee's new name.
WinRed requires a copy of the new letter to update the name in order to ensure the account remains fully verified and operational.
Contact the WinRed Team
After receiving the letter with the new name, please contact the WinRed Team by clicking the chatbox in the bottom right-hand corner or by email at support@winred.com, and request a name change. Include a copy of the new SS-4 letter with your request.
Once this information is received, our team will update the name on your WinRed account, and the new name will be reflected.
After the change is made, you will need to make some important adjustments in WinRed.
Update the Bank Account
If you have a new bank account for your new race, go to the Settings tab and select the Bank account subtab to update it. Here, you can add or remove any old bank accounts and set the payout schedule.
Update Your Page URL
After updating your committee name in your account, you can change the associated page URL to match. This is recommended as the old URL will contain your previous name.
Your page URLs follow this format: secure.winred.com/your new committee name/URL Slug
To make this change, navigate to the Settings Tab and select the Pages subtab. Here you will be able to update the URL associated with your pages.
Note: If any changes are made here, any pages with the old slug will no longer be visible, and donors will receive an error when visiting them.
To save your new URL, scroll to the bottom of the page and click the blue Save button. A confirmation window will appear. Click the blue Change Slug button to confirm the URL update.
Update the Directory
The WinRed Directory, found at winred.com, lists all candidates on the platform, making it easy for donors to find and contribute to them.
If you are running for a different office and would like to update the directory to reflect this, go to the Settings tab and select the Directory subtab. Here, you can decide whether your committee should appear in the directory and can edit the office you are seeking, along with the image that will be displayed.
Once everything looks correct, hit the blue Save button.
Questions
If you have questions or are unsure about any of these steps, please contact our support team by clicking the red chat box at the bottom right corner of your screen.