Public

How is a business account different from an individual account?

Titled in the business's legal name, and funded/traded under the EIN

Requires an authorized representative (an individual) to operate the account

Requires additional business documentation and beneficial-owner information during account opening

- Titled in the business's legal name, and funded/traded under the EIN
- Requires an authorized representative (an individual) to operate the account
- Requires additional business documentation and beneficial-owner information during account opening

<b>What information is collected during account opening?</b>

Business legal name, business type, and EIN

Business address and business/industry type

Beneficial owner information for individuals who own or control the business

Supporting documents where required, such as formation documents:

- Articles of organization
- Operating agreement
- EIN
- Beneficial Ownership Information: Legal names, dates of birth, addresses, and SSNs/TINs for major owners and controlling managers.

- Business legal name, business type, and EIN
- Business address and business/industry type
- Authorized representative details
- Beneficial owner information for individuals who own or control the business
- Supporting documents where required, such as formation documents:
  - Articles of organization
  - Operating agreement
  - EIN
  - Beneficial Ownership Information: Legal names, dates of birth, addresses, and SSNs/TINs for major owners and controlling managers.

Stocks, ETFs, options, and bonds by Public Investing, member FINRA/SIPC. Crypto trading through Zero Hash, LLC. Treasuries by Jiko Securities, Inc., member FINRA/SIPC. TREASURIES: Not FDIC insured; no bank guarantee; may lose value. Banking services and accounts by Jiko Bank. Information provided is not a recommendation of any securities. All investments involve risk. <b><a href="https://public.com/disclosures" target="_blank" rel="nofollow noopener noreferrer">Full disclosures here</a>.</b>

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Public Tax Center

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