Services/Account setup & review
Service

Bank account opening

Prepare and present the documentation banks require.

Overview

Banks have specific, often strict documentation requirements. We prepare and review everything in advance so your application is complete the first time.

We coordinate on follow-up requests and presentation, reducing the back-and-forth that delays account opening.

Who it's for: New and existing companies preparing to open or switch a business account.

What's included

  • Bank requirement checklist
  • Document preparation and review
  • Submission guidance and presentation
  • Coordination on follow-up requests

How it works

  1. 1Checklist

    We confirm the bank's exact requirements.

  2. 2Preparation

    We assemble and review every document.

  3. 3Submission

    We guide presentation and submission.

  4. 4Follow-up

    We coordinate on any bank queries.