Customer Success- Knowledge Hub Information
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SMB Onboarding FAQs
SMB Onboarding FAQs
Banking Information
Business Ownership Information
ID Verification Information
SMB Onboarding: Your Guide to the Application Process
SMB Platform: Tools and Features for Business Management
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Customer Success- Knowledge Hub Information
SMB Onboarding FAQs
SMB Onboarding FAQs
Banking Information
Business Ownership Information
ID Verification Information
SMB Onboarding: Your Guide to the Application Process
SMB Platform: Tools and Features for Business Management
SMB Onboarding FAQs
Banking Information
Why do you need access to my bank statements?
What bank accounts should I be linking?
What if I do not want to link my bank account? What can I provide instead of linking my bank account?
What documentation is needed to verify a bank account?
Business Ownership Information
Do I need to provide beneficial ownership information if my business is a nonprofit organization?
What documents are needed for business verification if my business is a nonprofit?
What if my company address is a PO box?
How do I know if I am exempt from providing beneficial ownership information?
Do I still need to submit business information if my business is publicly traded?
What information is required for verification on my website?
My website is being built, can I provide the staging link?
Why do you need my business website?
What is the difference between a Control Owner and a Beneficial Owner?
What if no one owns more than 25% of the business?
Why do I need to provide information about owners with 25% or more ownership?
What is a beneficial owner and why do I need to provide information for it?
What documentation can I provide to verify my legal entity status?
What are the Tax ID verification guidelines based on my business type?
What if I am a sole proprietor without an employer ID number?
What if I do not have a tax ID or employer ID number (EIN)?
What if my business is new and my tax ID number (TIN) is not verifying?
What IRS documentation can I use to verify my tax ID?
Why do you need documents for my business address?
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ID Verification Information
What is a liveliness test and why do I have to provide a photo of myself?
Why do I need to provide a government ID?
Why do you need my Passport, ID, or Driver's License?
Why do I need to provide documents for my home address?
