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How do I set up my Cash Fund?

How to Build Your Cash Fund

We’ve streamlined the process so you can get back to the fun part of planning. For the most seamless experience, we recommend using a Desktop computer for these steps:

  1. Start Here: Log into your account HERE.

  2. Choose Your Vision: Select the specific funds you’d like to feature. You’ll be prompted to choose how you want guests to contribute.

  3. Go Live: Once you’ve customized the details, simply select "Add."

  4. Secure Your Earnings: To ensure your gifts reach you safely, add your bank account HERE. (also found under Registry>Settings)


Pro-Tips for a Flawless Setup

To keep your account secure and your transfers moving quickly, keep these details in mind:

  • Manual is Best: Please type your information into the fields manually. Avoid using browser autofill, as it can sometimes mix up sensitive routing numbers.

  • Physical Destinations: Our security partners require a physical address for verification (PO Boxes or APO Boxes cannot be used).

  • Checking vs. Savings: Please use a US-based checking account. Our system is optimized for checking; savings accounts or wiring instructions will not work.

  • Picture Perfect ID: When prompted, upload a clear, color copy of the front and back of your government-issued ID.

    Quick Tip: Find a well-lit spot! Ensure there are no shadows or camera flashes obscuring your info. The name and birth date on your ID must match your registry profile exactly to ensure instant verification.

 

 

 

 

updated 2/6/2026