Skip to Content Skip to Sitemap
PPP Loan Update: Looking for updates on the recent government PPP loan?  Click here.
Tax Statements are now available! All Members can now retrieve their 2020 Tax Statements in Online Banking by selecting "View Statements" from the slider menu (3 horizontal lines on the upper left of the screen). Learn more about your tax statement here.
Vehicle Loans

New Business Account Appointments

Prepare For Your Appointment

 
What to expect:


An iTHINK Financial Member Service Advisor will meet with you either in-branch or over the phone to discuss which iTHINK Financial products and services meet your needs and help you open your new business account.

Note: Phone appointments are consultations only; new memberships cannot be opened over the phone.


Documents you may need:

  • Obtain copies of all supporting documentation e.g. EIN Verification, Articles of Organization, etc. 
  • Obtain one form of valid Photo ID for all Owners, Authorized Signers and Beneficial Owners
  • Completed/signed Business Account Application, including Beneficial Ownership Certification Form. 
  • If all owners have not signed the Business Membership Application, a copy of their corporate resolution evidencing authorization for business account and signers or a completed Section H on the application.

 

Make an In-Branch Appointment

Make a Phone Appointment



Events

Event Icon

Live Homebuyer Webinar on Jan 26

Learn More
Event Icon

Business Webinar: How to Write a Business Plan on Jan 27

Learn More
Event Icon

Wealth Management Webinar: A Will Is Not The Only Way on Jan 28

Learn More
Scroll to Top