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Business Documents Guide

What you need to set up an account.

Below is a list of documentation that will be required to establish your membership. Valid identification is required for all account types. Other documentation may be required depending on the application.
Key Documents
 
  • SSN or copy of IRS issued EIN
  • Sole Proprietorship State Filing
Key Documents
 
  • Before account opening, the pertinent fillable fields in the following form must be completed: Certification Regarding Beneficial Owners of Legal Entity Members
  • Copy of IRS issued EIN
  • LLC State Filing
  • Operating Agreement
  • Signed Meeting Minutes designating signers and if Members/Managers differ from Operating Agreement and/or if adding additional signers
Key Documents
 
 
Key Documents
 
 
Key Documents
 
  • Copy of IRS issued EIN
  • Signed Meeting Minutes designating elected officers and signers

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