Open Collective Docs
Go back to Open Collective
  • WELCOME
  • Welcome
  • Why Open Collective?
    • Why Open Collective?
    • How Open Collective Works
    • Features
    • Pricing
    • Fiscal Host Documentation
  • Getting Started
    • Getting Started
    • Explore
    • Setting up your Account
    • Editing your Profile Page
    • Customizing your Page Layout
    • Adding and Removing Team Members
    • Security For Accounts
      • Logging into your Account
      • Two Factor Authentication
    • Your Dashboard
    • Notifications
    • Preview Features
    • Verification
    • Understanding Contributions
    • Understanding Expenses
    • Tracking an Expense
    • Creating an Organization
    • Keeping your Community Updated
      • Updates and Contact
      • Conversations
    • Exporting Your Data
    • Deleting your Account
  • Contributing
  • COLLECTIVES
    • Collectives
    • Creating a Collective
      • Creating Your Policies
      • Security for Collectives
      • Linking Connected Collectives
    • Choosing a Fiscal Host
    • Raising Money
      • Setting Goals and Tiers
      • Customising Thank You Emails
      • Adding Donation Buttons, Badges and Banners
      • Adding Embeds to your Website
      • Creating Custom Fundraising URLs
      • Rejecting and Refunding Financial Contributions
    • Managing Money
      • Budgets
      • Projects
      • Moving money
      • Tagging expenses
    • Spending Money
      • Inviting a Third Party to Submit an Expense
    • Events
    • Changing Fiscal Host
    • Closing a Collective
      • Zero Collective Balance
  • Collective Settings
    • Integrations
  • GIVING TO COLLECTIVES
    • Giving to Collectives
    • Contributing
    • Contributing as a Guest
    • Payment Methods
    • Platform Tips
    • Sharing your Support
    • Making a Recurring Contribution
    • Managing Receipts
    • Giving to Other Collectives
    • Giving as a Company
      • Creating a Fund
      • Bulk Transfers
      • Gift Cards
    • Requesting Refunds
      • Refund Policy
  • EXPENSES AND GETTING PAID
    • Expenses and Getting Paid
    • Submitting Expenses
      • Submitting a Reimbursement
      • Recurring Expenses
      • Multi-Currency Expenses
    • Editing an Expense
    • Payment Processor Fees
    • Getting Paid through Wise
    • Understanding Tax Requirements
  • FISCAL HOSTS
    • Fiscal Hosts
    • Why Become a Fiscal Host?
    • Setting up a Fiscal Host
      • Creating a Fiscal Host
      • Setting your Fiscal Host Fees
      • Fiscal Host Security
      • Fiscal Host Policies
    • Managing your Collectives
      • Hosted Collectives
      • Collective Applications
      • Collecting Local Taxes
      • Vendors
      • Viewing your Host Reports
      • Freezing a Collective
      • Unhosting a Collective
    • Receiving Money as a Host
      • Bank Transfers
      • Stripe
      • Adding Funds Manually
      • Pending Contributions
    • Expense Payment
      • Paying Expenses as a Fiscal Host
      • Understanding Security Checks
      • Asking for Information about Expenses
      • Paying Expenses with Wise
      • Handling Payment Errors Through Wise
    • Processing Refunds
    • Platform Settlements
    • Certified Member
  • INDEPENDENT COLLECTIVES
    • Independent Collectives
    • Creating an Independent Collective
      • Launching an Independent Collective
      • Migrating from Fiscal Host to Independent Collective
      • Migrating from Self-Hosted to Independent Collective
    • Managing Independent Collective Finances
    • Closing an Independent Collective
  • Development
    • API
  • Our Organization
    • About Open Collective
    • Mission And Values
    • Our Team
Powered by GitBook
LogoLogo

Open Collective

  • Open Collective Platform
  • Blog

Support

  • Contact

Community

  • Discord

© 2025 Open Finance Consortium

On this page
  • Changing to a new Fiscal Host
  • Transferring your balance to another Fiscal Host

Was this helpful?

  1. COLLECTIVES

Changing Fiscal Host

Your Fiscal Host holds your money on your behalf. When you want to move to a new Fiscal Host you will need to withdraw all of your funds or transfer the balance to a new Fiscal Host.

PreviousEventsNextClosing a Collective

Last updated 1 month ago

Was this helpful?

You have the option to change to a new Fiscal Host, even after your Collective has started raising and spending money.

This could be because your Collective requires less (or different) assistance. You might want to move from a generalist host to a specialized one (or vice versa). You may even decide to become an and use your own bank account and legal status.

You can switch hosts directly within the Open Collective platform.

When moving hosts, any contributors with recurring contributions through Stripe will be asked to re-authorise recurring contributions to your Collective when you connect a new Stripe account. Any other recurring contributions won’t be transferred and will be cancelled.

Changing to a new Fiscal Host

  1. Start by researching and selecting the host you wish to move to. It is recommended that you have a new host lined up before moving to the next stage.

  2. Contact your new host and work with them to understand their preferred process of moving to them as a host, this will involve .

  3. Once your balance is zero go to the Fiscal Host page in your Collective “settings” menu and remove your current Fiscal Host.

  4. Apply to a new host (see for more details, or create your own Fiscal Host.

  5. You will need to wait for your new Fiscal Host to approve your application.

Transferring your balance to another Fiscal Host

There are several ways to transfer the money from your current host.

  • Your new host may opt to send an expense claim for your funds, which they can allocate to your Collective via added funds once they’ve been activated as your Fiscal Host.

  • Your current host may directly transfer your money to your new host.

    • For your Fiscal Host to transfer your funds to another destination (such as a new host), you will need to transfer them your remaining balance.

    • You can do this by navigating to your Collective's Dashboard > Settings > Advanced and clicking “Empty Collective Balance”.

  • You may be asked to withdraw the money to your own account via an expense claim, and deposit it in your new Collective account.

This will depend on a variety of factors. We advise contacting your new Fiscal Host to make sure they are willing to accept your request to join, and then talk to your current Fiscal Host to agree on their preferred approach for transferring the funds.

If the Fiscal Host that you are moving to holds a different currency please .

Independent Collective
zeroing the balance of your collective
Choosing a Fiscal Host
contact our team