Connecting Your Business Bank Account: A Step-by-Step Guide

This guide aims to walk you through the process of opening and connecting your new business bank account. By following these steps, you will ensure that your business transactions are managed effectively and efficiently. This guide covers the setup from logging in as a member to confirming the connection of your business accounts.

When you log back in as a member, you will see an overview of your current status, including the completion of your LLC registration and EIN submission. The next step is to open and connect your new business bank account.

On the initial setup page, you will be asked if you already have a business bank account. Enter your business name and EIN for reference, and select "Yes" if you have already opened a business bank account.

Proceed to connect your business bank account. Click on the "Connect" button to initiate the process.

Choose your bank from the list provided. For demonstration purposes, Citibank is selected. Normally, you would enter your phone number and proceed to the next step.

Once your accounts are successfully connected, you will see them displayed on the page. This confirms the connection of your business checking and savings accounts.

You will need to identify which accounts are business and which are personal. The guide provides educational content to help you distinguish between the two.

After identifying your account types, confirm that all business accounts are connected. A pop-up will appear to confirm this step.

By following this guide, you have successfully opened and connected your business bank accounts. You can now manage your business transactions with ease, ensuring that your financial operations are streamlined and efficient.