Request to Onboard a New Client Logo

  • Bank letter verification should be on Bank Letter head. Lists out the following information: 

    • Legal business name that matches the IRS letter 100% to a T

    • Business Checking/Saving Account
    • Routing Number
    • Account Number

    • Bank Rep Name
    • Bank Rep phone number
    • Bank Rep physical Signature


    Voided check

    • should have Legal business name that matches the IRS letter 100% to a T
    • Address matching the physical location 
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