What You’ll Need to Get Started:
To ensure a smooth account opening process, please gather the following documentation and information:
Organizational Documents for Your Management Company: This includes documents such as articles of incorporation, organization, trust documents, etc.
Organizational Documents for Your Client: We need documentation that shows the officers or trustees of your client who are authorized to sign the management agreement.
Property Management Agreement: A copy of the agreement between your company and the property owner.
W-9 for the Property Owner: Required for tax reporting purposes on interest-bearing accounts. The account will report to the property owner's tax ID.
Beneficial Ownership Information: Be prepared to provide beneficial ownership information for your realty management company.
Available Products and Services:
Business Checking
Business Money Market
Certificate of Deposit
Debit Card (Checking Only)
Business Online Banking
Wires
ACH Origination
Where to Go for Help:
If you have any questions or need assistance with the account opening process, please contact our Cash Management Team at 781-783-1701.
This information is intended as a general guide. Specific requirements may vary.