Package Prep
Business Profile
Product Setup
Package Sent
Citi Review
Signatures

Account Opening Overview

Business Information

We will pre-populate any of the business details we already know, and all you will need to do is verify the information (or edit it).

Some of the information we will capture includes:
  • Legal Entity
  • Tax Identification Number
  • Revenues and Profit
  • Company Address
  • Contact information
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