Complete your application

 

 

These are the steps you'll need to take to complete and submit your application.

If your application is still in progress, you can access it from the Dashboard or navigation bar.

Please note: You may save your progress and come back to your application by clicking Complete Setup Later in the navigation bar.

Table of Contents

 

Add your business details

This is basic information that your financial institution needs to make sure you're a legitimate business.

  • In the Business Details section of your application, click Add Business Details.
  • Complete each section then click Next.

    Add your operational details

    We use this information to help you manage your compliance with your state rules and regulations. Your financial institution will also use this information to tailor their product and service offerings to your business.

    • In the Operational Details section of your application, click Add Operational Details.
    • Complete each section then click Next.

    Documentation

    Sharing these documents with your financial institution helps them confirm the legitimacy and health of your business. They are required to do this for every account they open.

    • In the Documentation section of your application, click Upload Documentation.
    • To upload a file to a requirement:
      • Click Start.
      • Choose a file.
        • You can upload multiple files if needed for the same requirement.
      • To remove a file, click the X icon.
      • Click Finish.

    Don't have one of the documents? You can choose "I don't have this document" and leave a comment.

    Upload business licenses

    Adding your business licenses helps us remind you when a license needs to be renewed and helps you easily share updates with your banking partner.

    • In the Business License section of your application, click Upload Business Licenses.
    • Enter the license details.
    • Choose a file.
    • Click Finish.
    • Choose a reminder time period, then click Add.

    Upload employee licenses 

    Adding your employee licenses helps us remind you when a license needs to be renewed and helps you easily share updates with your banking partner.

    Please note: Some states don't require employees to be licensed - in this case you won't see this section at all.

    • In the Employee License section of your application, click Upload Employee Licenses.
    • Enter the license details.
    • Choose a file.
    • Click Finish.
    • Choose a reminder time period, then click Add.

    Verify your identity 

    Financial institutions ask that all Account Owners on Green Check go through a simple identity verification process to ensure the legitimacy of your business.

    • Navigate to the ID Verification section of your application.
    • Complete each section then click Review.
    • Review the information for accuracy, then press Verify Identity.

    Add other Account Owners

    Account Owners are included as part of the application sent to the bank, and will be able to conduct banking activities on behalf of your business. Your financial institution needs to verify all owners on your account.

    • In the Account Owners section of your application, click + Account Owner.
    • Enter the user's contact information, then click Send Invite.

    Are you the only account owner? You can choose "I am the only account owner" and continue

    Submit your application

    Once all sections of your application are complete, press Submit in the navigation bar on the left.