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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

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Business Webinar: Branding Yourself Through Social Media on Sep 30

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iTHINK Financial closed for Columbus Day on Oct 12 - Oct 13

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BALANCE Webinar: RETIREMENT PLANNING: THE BASICS on Oct 13

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