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Before requesting to add or remove a business from your business group, make sure that:
You must request to create or modify the business’s group by speaking with your account manager, who will begin the process of adding or removing the business.
Contact your account manager, who will begin the addition or removal process.
If you don’t have an account manager, you must initiate the process of opening a bank account for the business before it can be added to a group:
When you open the account, you must provide the following details for the business:
Consult our How do I create or modify a business group? page to learn more.
You must contact your account manager, who will initiate the process with you.
Another business must be designated as the new main entity before the existing main entity can be removed.
You must assign users any required access to the new main entity.
Users with access granted to them from the main entity will lose their access for any entity that is removed.
We suggest that you take screenshots of the user accesses in your entity before deleting it if you’d like to have a record of this information.
We also suggest that you back up any important details shared from the entity to the group before the removal of the entity.
If the addition or removal of a business is related to a merger or demerger, consult the following resources for assistance:
Schedule a call with an expert for advice that is tailored to your needs.
Write to us with the details of your
request.
Need immediate help? Contact us from Monday to Friday, 7 a.m. to 8 p.m. (ET).