Account Ownership and Required Documentation

Required Documentation for all of the following accounts:
" Brokers License
" W-9
" Legible Photo Copy of Driver's License of each signer

Corporations:
" Articles of Incorporation
" Statement of Officers/Corporate Resolution
" Certificate of Qualification for out of state Corporations
" Fictitious Business Name Statement if applicable

Corporate Resolution

Limited Liability Company (LLC):
" Articles of Incorporation
" LLC Operating Agreement listing managing member(s)

Sole-Proprietorship:
" Business License
" Fictitious Business Name Statement

ll of the above documents are necessary to install your company in the system and open your trust account.