Required Documents
The following documents are required to open your Trust Account and to install your company in the system
If incorporated please supply us with the following
Copy of your Broker's License
Copy of your Articles of Incorporation
If you're doing business as a DBA, please supply us with a copy of the filing and a copy of the publication
A Corporate Resolution to open a TRUST ACCOUNT
Please email your Company Logo in a jpg format
Copy of Drivers License for all signers on the Trust Account
If doing business as a Sole Proprietorship please supply us with the following
Copy of your Broker's License
Copy of your DBA filling including a copy of the publication
Please email your Company Logo in a jpg format
Copy of Drivers License for all signers on the Trust Account
Mellon 1st Business Bank