In order to start collecting donations on WinRed, you must complete the onboarding process. This includes filling out the Committee Details, Owners, and Bank Account tab in your settings. Below is the information you need to fully onboard your account:
Table of Contents:
Applying for an Account
The first step in the onboarding process is signing up for an account. You can do this by going to winred.com/register. You'll receive an email confirming that you've signed up and that you will hear from WinRed team shortly regarding next steps.
Note: This is a required first step in the sign up process for any committee in order to properly verify all sign ups. PACs, 501c4s and 501c3s will have to provide some additional information in order to effectively verify with WinRed.
Creating a WinRed Account
If your application is approved by the WinRed team, you'll receive an email with a link to create your WinRed account. Once you click this link, you'll be prompted to enter your Organization Name and Organization Type.
There are a number of different Organization Types:
State Level: Any state or local campaign (including Governor, State House or State Senate, City Council, Mayor, County Parties and College Republican groups, among others), 501c3s and 501c4s. Note: State Level WinRed accounts do not pass through the WinRed Federal PAC and are not conduited. Read more about how donations are processed here
Federal - House: Any congressional committee registered with the FEC as such
Federal - Senate: Any federal senate committee registered with the FEC as such
Federal - Presidential: Any presidential committee registered with the FEC as such
Federal - National Party Committee
Federal - State Party Committee: Any state party committee registered with the FEC as such
Federal - PAC: Any Super PAC, Federal PAC, Hybrid PAC, JFC, or other registered PAC with the FEC
Important Note: Super PACs have a $99/monthly fee associated with their WinRed account. Please reach out to our team for any questions on this organization type
Account Creation Information
You'll need to fill out a number of forms to get your account on the road to approval. To get started, click the Settings tab at the top of the navigation bar:
From there, you'll see a number of different tabs and this is where you'll fill out the needed information!
First you'll need to enter in your committee details:
Address (Can't be a PO Box initially)*
Tax ID (Only if you have one)
You'll need to add an account owner. You'll need the following information:
First and Last Name
Last 4 Digits of SSN (Full social needed if you do not have a tax ID)
Front and back picture of driver's license, passport or other government ID
Next you need to attach your bank account. To do this, simply click Add Bank Account. In this tab, you will also be able to set your payout schedule.
Completing the Onboarding Process
Head over to https://portal.winred.com/settings#committee
If you see any of the notifications shown below, it means your account is incomplete and missing some information.
Click on the corresponding tab to complete your missing information. Note: You cannot add a bank account until WinRed has verified your committee details and at least one owner.
Once your information is complete, you will no longer see these notifications. Our team will create your first donation page for you and will reach out once your account is finalized.
FAQ for Onboarding:
What if I don't have an FEC ID?
You can use a fake FEC ID, (the letter "C" followed by a series of random numbers, it has to be 9 characters long) to begin onboarding. WinRed will need your official FEC ID within 48 hours.
If you get an error message that the FEC ID is already in use, try a different set of random numbers.
What if I don’t have a bank account yet? Will the account still process donations?
If you are looking to launch your campaign before you will have your bank account, your WinRed account will be able to process donations without a bank account.
What is the timeframe for getting that bank account added?
You will need to add your bank account within 10 days of launching your campaign, per FEC rules.
What if I want to set up an account prior to my campaign announcement?
Take a look at this support article for assistance on onboarding your campaign before announcing
What if all of my organization documents are not physical addresses?
If the SS4 lists a PO Box then we need a letter from your bank listing a physical address.
As always, if you have any questions, feel free to reach out to our team by opening a WinRed chat box at the bottom right of your screen!