Easily Manage Who Can Access Your Business Accounts
Running and managing a business involves many people and roles. We can assist you with providing shared access to your business accounts with trusted employees and other individuals such as bookkeepers, CPAs, and more. Whether you're a sole proprietor, a small business owner, run a farm or a ranch, the process is fast and easy to set up and manage. You can easily toggle which accounts authorized users can access, set overall permissions, and control permissions on an account-by-account basis, from sending wires and payments, to managing debit cards. All of this is in your hands as your business evolves with flexibility, security, and support every step of the way.
Shared Account Access Benefits
Cash Flow Management
Business Solutions That Don't Stop
Your business never stops. Neither should your banking solutions. We strive to equip our customers with tools to keep your business growing, every step of the way.
Want to learn more?
Speak to a Business Solutions Specialist.
Support Line: 1-800-984-0010
Grow Your Business Knowledge with HPBGU
We know you face important financial decisions every day and HPBU Financial Education Center is here to help! The easy to follow learning modules provide you with the knowledge and skills to make financial business decisions that are best for you and your business.
FAQs
Can all business entities participate in Cash Flow Management?
Yes! Our Cash Flow Management specialists will help you figure out which tools will work best for your business, regardless of entity type or business size!
Can my CPA or bookkeeper have access to my accounts?
Yes! You can provide your CPA or bookkeeper with view-only access. They will be able to see account balances, transaction history, and statements.
Can I provide my employees with business debit cards?
Yes! We can create and provide employee-designated debit cards for your business. Through Card Management in HPBGO Digital Banking, you can set limits and other card controls on all individual cards issued for your business.
Can I have my account statements sent to my home address instead of my business address?
Yes! We have the ability to send account statements to other addresses not listed as the primary address for your business account. You can also receive electronic statements which you can print.
What documents do I need to open an Business Account?
While every situation is different, in general, you will need the following items to open a business account based on the entity:
Sole Proprietor:
- SSN or EIN of Owner
- State of Trade Name (SOS)
Limited Liability Company (LLC):
- EIN / TIN of LLC
- Articles of Organization
- Operating Agreement
- Certificate of Good Standing
Corporation:
- EIN / TIN of Corporation
- Articles of Incorporation
- Bylaws
- Certificate of Good Standing
Non-Profit Organization:
- EIN / TIN of Organization
- If incorporated, Corporation guidelines apply
- If tax-exempt, IRS documentation or tax return
