Build your document packet

Common requests include formation documents, EIN confirmation, owner identification, business address details, and a clear description of company activity.

Expect different bank policies

Some institutions support remote applications while others require an in-person visit. Availability and requirements can change.

Protect your financial foundation

Once open, keep business and personal transactions separate, reconcile accounts regularly, and retain source documents for reporting.

This article provides general educational information and is not legal or tax advice.