Can Clerky help my company open a bank account?

Clerky's banking integration can help you easily submit information to our partner banks to begin the process of opening a bank account for your company. Please note that your company will need to first incorporate, complete the post-incorporation setup, and obtain an EIN. If you establish an account with a bank through Clerky, your company's wire instructions will be automatically uploaded to Clerky and pre-filled when you use our Fundraising products.

To get started, click on Teams in the main navigation menu, then click on your company's team. In the team sub-navigation menu, click on Integrations and then click on Banking. Our software will pre-fill information you've already entered and walk you through completing the rest of the information needed to begin the process of opening your company's bank account.

Frequently Asked Questions

Who is eligible?

Companies that have a founder who is a U.S. citizen or is located in the U.S. are eligible to submit information to partner banks using our banking integration. Due to U.S. banking regulations, the banks we work with are unable to support companies with no ties to the U.S. (other than being incorporated in Delaware) at this time.

What is a signer?

Typically, signers are the individuals who can sign checks and withdraw or deposit funds into the bank account. Only individuals (not entities) can be signers.

How long does the process take?

Companies can typically open a bank account in as few as 2 business days.

What are the fees?

The fees are determined by the bank that you work with. Clerky does not charge any additional fees for using our integration. Please feel free to contact us if you need more information around fees.

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