Schedule a call with an expert for advice that is tailored to your needs.
Before beginning to modify or create a business group in online banking for business, make sure that:
A business group allows you to group multiple entities in online banking and access them via one set of sign-in credentials.
Managing a business group in online banking provides the following benefits:
To create a group or modify an existing group – for example, when an entity must be added or removed – you must:
During your appointment, you will fill out a form with the help of a specialist.
Our team will proceed with the required verifications as soon as your signed form is received.
Your information must be up to date: company banking records for administrators and legal information for entities in the company registrar must correspond to your current structure.
The expected response time to your request for an appointment is within 1 business day.
The expected processing time for your completed application is 2 to 3 business days after any required signatures are received. If multiple signatures are required, the delay will begin after the last signature is received.
Before submitting your request, we suggest planning the best structure for your group.
When creating a business group, you must choose a main entity.
You can choose the appropriate entity by using one of these methods:
You also have the option to form joint ventures, which are groups of two or more entities. This structure can help you carry out one or more projects for a specific period of time.
Consult our joint venture management guide if you’d like to include an entity in a business group with a joint venture structure.
To request to remove an entity from a business group, consult our How do I add or remove an entity from a business group? guide.
If needed, don’t hesitate to use our guide for new administrators in a business group.
Schedule a call with an expert for advice that is tailored to your needs.
Write to us with the details of your
request.
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