Business Owner
Everything a Business Owner can do after receiving an Advisor's invitation — from completing KYB verification through daily business banking operations including accounts, money movement, and managing Operators.
What can you do?
Accept your invitation, complete Know Your Business (KYB) verification including beneficial ownership, and activate your business accounts.
View your business accounts, check balances, and access account details.
Internal transfers between business accounts (TBA), ACH pulls and pushes to external bank accounts, and automated recurring payments.
Schedule recurring payments from business accounts — internal or to an external bank — with configurable stop conditions.
Invite team members as Operators to manage your business accounts on your behalf, with configurable permissions per Operator.
Business Owner Onboarding Journey
flowchart TD
A["Advisor invites Business Owner\nby email"]
B(["Business Owner receives invitation email"])
B --> C["Accept invitation\nand set password"]
C --> D["Complete KYB\n(business identity + beneficial ownership)"]
D --> E["KYB submitted — pending review"]
E -->|Approved| F(["Business accounts active"])
E -->|Additional info needed| D
F --> G["Invite Operators\n(optional)"]
F --> H["Initiate transfers\nand auto-payments"]
Key Differences from Individual Users
| Aspect | Individual | Business Owner |
|---|---|---|
| Verification | KYC (personal identity) | KYB (business identity + beneficial owners) |
| Account type | Personal checking and savings | Business accounts |
| Delegation | — | Can invite Operators to manage accounts |
| Permissions | Full self-service | Grants per-Operator permissions |
Updated about 2 months ago