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Attention: Quicken & QuickBooks Users

Please refer to the attached documents and follow the step by step conversion instructions regarding your QuickBooks for Mac or Windows / Quicken for Mac or Windows.

Business

Low cost business accounts available.   No per transaction fee.

Business Share Account

Business Checking Account

Business Resources

REQUIRED DOCUMENTS BY BUSINESS TYPE TO OPEN AN ACCOUNT

Sole Proprietor

  • Taxpayer Identification Number (TIN)
  • If applicable, the Fictitious Name Certificate or Certificate of Assumed Name or the Business License.

Partnership

  • Federal Employee Identification Number (EIN) -If your business does not have a EIN, you may apply for one via the IRS website or by calling the IRS at 1-800-829-4933.
  • Partnership Agreement (if there is no agreement, obtain a statement stating so with all partners’ signatures) or filed Limited Partnership Agreement. A copy of the Limited Partnership Agreement that is not filed may be accepted until the state filing is complete.
  • If applicable, Fictitious Name Certificate or Certificate of Assumed Name or the Business License.2
  • If applicable, the LLP registration form filed with the state.
  • Limited partnerships must:
    • File a certification of the partnership information with the state in which the business has its principle location.
    • Include the term limited partnership or LP in their legal name.
  • Limited Liability Partnerships or Professional Limited Liability Partnerships must include either LLP or PLLP in the account titles.

Limited Liability Company

  • Federal Employee Identification Number (EIN) – If your business does not have a EIN, you may apply for one via the IRS website or by calling the IRS at 1-800-829-4933.
  • Articles of Organization
  • Operating Agreement
  • If applicable, the Fictitious Name Certificate or Certificate of Assumed Name or the Business License. Limited Liability Companies must include LLC in the account title.

Corporation

  •  Federal Employee Identification Number (EIN) -If your business does not have a EIN, you may apply for one via the IRS website or by calling the IRS at  1-800-829-4933.
  • Articles of Incorporation or a Certificate of Good Standing
  • Corporate Resolution

Incorporated, Unincorporated Association, Organizations, or Non-Profit Organizations

  • Federal Employee Identification Number (EIN) -If your business does not have a EIN, you may apply for one via the IRS website or by calling the IRS at  1-800-829-4933.
  • When the account is opened in the name of the organization, all of the qualification criteria of the entity type, such as corporation, of the organization must be met.
Branches

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Accounts

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