A simpler way to organize all your banks, accounts, bank contacts, account signers, and authorization documents
A secure way to list all your banks as well as their contact and settlement informationSigners
A comprehensive list of all your account signers with a simple, one-click process to assign signatories and/or documents to each of your accountsDocuments
Upload all your relevant authorization documents (board resolutions, signature cards, etc) for easy reference and audit, then easily assign each document to a bank(s), account(s) and/or signer(s)FBAR
One button Foreign Bank Account Reporting (FBAR) tool
Assign accounts and documents with one click.
Upload signature cards, board resolutions and other bank related documents and then easily assign/associate them with banks, accounts and/or signers.
Keep an inventory of all your banks including contact information, relevant routing details, open / close dates, and details on relationship managers.