Required Business Documentation

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Required Business Documentation:


General Partnership

Limited Liability Company (LLC)

Limited Liability Partnership (LLP)

Sole Proprietorship

Unincorporated Organization

The following descriptions define the roles and authorizations each applicant for a business account will be categorized into according to our Business Service Agreement:
  • A representative may be referred to as an ‘Authorized Signer’ and is authorized to open, close or make changes to the account while also conducting transactions and using any of our available services.
  • A representative may designate a person (or persons) to be a transactor, which may be referred to as a ‘Signer on Business’, this designation enables them to conduct transactions on the accounts without authorizing them to make any additional changes.  
Please refer to the Business Service Agreement for additional information.


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