Business Account Appointments

How to Make an Appointment:

Select an appointment type.
Pick a location.
Choose a date and time.
Complete a short form and choose whether you'd like to meet in person or by phone.

To make things easier, most appointment types can be scheduled by phone or in person. The only exception is the Existing Business Account appointment type, which requires an in‑branch visit.

Business Checking Account

Schedule an Appointment

Business Savings Account

Schedule an Appointment

Business Money Market

Schedule an Appointment

Existing Business Account

Schedule an Appointment

Financial Check Up

Schedule an Appointment

Required Documents

All business entities will be required to provide information and documentation for the controlling party and for all owners of the business. A controlling party is an individual with significant responsibility for managing the legal entity.

Businesses that open an account using an EIN will need to provide proof/verification of the EIN by presenting the IRS Letter CP575 or 147C.

Information required:

Full name
Physical address
Date of birth
Social Security number
Phone number
Driver’s license number
Driver’s license state
Percentage of ownership, if applicable
Primary occupation, if also an owner of the business
If the controlling party is not present at account opening, please provide a copy of their driver’s license or other ID card. If you have any questions, please contact us.

If a business is unable to provide the appropriate documents, an account cannot be opened.

Forms of ID for business account opening

Type of Entity	Forms of Identification
Sole Proprietorship	Current picture ID and one of the following: Any valid (not expired) business or similar license/permit issued by local or state authorities/governing body Previous or current year tax return with Schedule C
LLC (Limited Liability Company)	Current picture ID and one of the following: Articles or Certificate of Organization filed with the Secretary of State’s Office Previous or current year corporate tax return
LLP (Limited Liability Partnership)	Current picture ID and one of the following: Certification of Limited Partnership filed with the Secretary of State’s Office Previous or current year tax return with Schedule K-1
Partnership	Current picture ID and one of the following: Partnership Agreement (signed by all partners) Previous or current year tax return with Schedule K-1
Corporation	Current picture ID and one of the following: Articles or Certificate of Incorporation filed with the Secretary of State’s Office Previous or current year corporate tax return
Non-profit Corporation	Current picture ID and one of the following: Articles or Certificate of Incorporation filed with the Secretary of State’s Office Previous or current year corporate tax return
Organization or Association	Current picture ID and and the following: Current/recent meeting minutes, bylaws, or similar documentation, which lists the names of the organization’s officers or authorized representatives

Visit Us (800) 845-0432

Frequently Asked Questions

Can I reschedule my appointment?

Yes! To update date and time, just use the "modify" link in your confirmation email. For any other changes, please cancel your existing appointment and make a new one.

Can I schedule an appointment for today or tomorrow?

Yes. We want to make sure you have an outstanding experience with your appointment. To do that, we ask that appointments are scheduled at least one hour in advance to give our representatives an opportunity to prepare for your appointment. If your need is more urgent, please call us or visit any one of our Financial Centers and we would be happy to help you. Members without an appointment are served on a first-come first-served basis.

Can I still come in without an appointment?

Yes. Any one of our Financial Centers would be happy to help you. Members without an appointment are served on a first-come first-served basis.

How do I know if my appointment has been confirmed?

You will receive an email confirmation.

How long will my appointment last?

For each of our appointments, we block out 30 minutes or an hour especially for you. Most appointments last 30-45 minutes.

May I schedule an appointment with a specific representative?

Yes, you have the option to choose a specific employee by calling us at (800) 845-0432.

What if I am late for my appointment?

We have a 15 minute no-show rule. If you do not contact us to let us know that you are going to be late, then your appointment will be canceled and our representatives will have to move on to the next member.

What information is required to make an appointment?

We ask for your name, email address, the best phone number to contact you, and whether or not you are an existing member.

What should I do if I miss my appointment?

We are always happy to help you. If you are unable to keep your appointment, please cancel and reschedule. You are welcome to call us 8:00am - 6:00pm, Monday - Friday (800) 845-0432, or stop by any of our Financial Centers during regular business hours for first-come first-serve basis.

What should I do if the appointment type I need isn’t an option?

Please select the appointment type most closely associated with your needs and include any relevant notes in the "What would you like to discuss?" section of your appointment. Please do not include any confidential information.

What should I bring with me to my appointment?

Please bring your most recent and accurate drivers license or government-issued ID, your current account information (if applicable), and any relevant information that may help us serve you. For information about how to prepare for an appointment visit these page:

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Business Account Appointments

Required Documents