Non-Profit Organisations
Non-profit organisations are generally eligible for a Caleb & Brown account.
The specific requirements may vary depending on the organisation’s structure and operations. We encourage you to apply for an account. After you apply, our onboarding team will contact you with the next steps. You may be asked to provide additional documents such as the organisation's charter or financial statements.
Alternative entities
Our team assess each application of alternative entities on a case-by-case basis. It's best to apply and allow our team to review. If they need further clarity on the structure of your organisation, or need further documentation, they will reach out to you directly.
How to apply
When signing up for a trading account, you will need to select that you are wanting to open a company account.
Depending on your organisation's structure, you may need to provide some or all of the following documents:
Articles of Incorporation or Certificate of Formation
A notarised or certified as a true copy of Corporate Bylaws or Operating Agreement or equivalent document for your entity type
Proof of charity status (e.g., IRS Determination Letter for 501(c)(3) for organisations in the US)
List of Board of Directors or Trustees
This list is not exhaustive, and our onboarding team will guide you through the specific documents required for your organisation.
Verifying your identity
You will also be required to provide individual identity information as the account holder of the individual account. In order to verify your identity, we will require the following:
You will need to supply a proof of address document, which can include:
A current and valid driving licence
A service/utility bill dated in the last 90 days
A current lease agreement
A bank statement dated in the last 90 days
An income statement or government-issued tax document
After uploading your proof of address document, the next step is the facial identification process which is done via Onfido, a document and facial identity verification software provider. If you want to learn more about Onfido see here. It will prompt you to upload a valid form of photo ID which can include:
A photo of your passport information page
A driving licence
A national identity or passport card
A permanent resident card
Important to note
Your ID must be current, unless it is an Australian passport, which may be expired up to within the last two years)
Documents uploaded must be an image of the document and NOT a scanned copy
Once you upload your photo ID, it will immediately prompt you to take a selfie image. This photo is taken within the registration using Onfido. The software will match up the photo with your photo ID to ensure you are the same person.
Our onboarding team reviews all documents and will support you through the registration. If you are unsure on what documents to supply or have questions you can reach out to them directly.
You can complete the registration on a desktop computer or mobile device.
Whenever you're ready, you can click below to get started with your registration.
If you have any questions or need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.
You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.