Gather your company documents
- Have the legal name, tax ID, address and incorporation documents ready.
- Prepare representatives and beneficial owners’ details, business activity, source of funds and intended account use.
- For a project account or fiduciary structure, include the vehicle and asset details. Complete any additional documents requested during review.
Apply for a business accountBack to this sectionGetting started
Start with your company and what you need to do.
Eligibility and applying
Prepare documents and follow your application.
Business account
Organize accounts for your company and projects.
Sending and receiving money
Check details, receipts and transaction status.
Cash management
Connect balances, commitments and pending payments.
Project evaluation
Prepare an opportunity and compare scenarios.
Structuring and vehicles
Connect participants, documents and agreements.
Fiduciary services and capital
Follow conditions and the use of fiduciary capital.
Investors
Organize information for your project’s participants.
Leasing
Organize applications, documents and space agreements.
Operations
Coordinate asset operations with your team.
Team and permissions
Give each person the access they need.
Documents
Keep documents connected to their account, vehicle or asset.
Access and security
Recover access and protect your account.
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