Helpful Information
We’re excited to welcome you to Orchard Alliance Online Access. Here are some helpful tips and tricks.
Feel free to contact us if you need more help.
How-To Videos
General Overview
How to Search for New Charities
DAF Grant Process
Accessing Documents
Resource Library
How to Set up Online Access
How to Change a Password and Security Questions
How to Edit Personal Information & Access Electronic Statements
How to Add or Remove an External Bank Account
How to Request a One-Time or Recurring Transaction
Where and How to Utilize Maturity Options for Certificates
How to Request a One-Time Principal-Only Payment
How to Send a Message from the Message Center
Document Center and Statements
View, Edit, and Delete Grants
How to Request a DAF Contribution in Online Access
We Are Here For You!
The Orchard Alliance Customer Care Team. (L-R) Kristen Leonard, Josh Geske, and Hannah Gaona.
All users accessing Church, District, or Ministry Accounts need to be granted permission and will also need to be listed on the ministry’s corporate resolution. If they are NOT listed on the corporate resolution, then they will be required to be added and granted access by a staff member from Orchard Alliance. The user will not have access until we have an updated and signed corporate resolution or Authorized Signer form. Orchard Alliance is not licensed to offer investment advice with respect to its securities, including those for retirement accounts.