Go to ACH Transfer > Create ACH Account.

The first section is information on the primary owner of the business. Choose the most relevant options for you in the Business Classification and Industry Classification sections.

On page 2 you'll be asked to complete information on the Controller of the company. This might be the same person as in option 1, if so then enter the additional details. If it's someone else, enter their relevant information.

If on this page you enter a different person, you'll then be taken to a Beneficiary Owner page to complete addtional information. This might be the same person as step 1 or step 2, or someone completely different, enter the relevant information on this page for that person.

You'll then see a list of documents you'll need to upload. 

Upload those on the next page.

Once you've uploaded the documents you're all done and can expect to hear back regarding your approval within 2 business days. If you have questions regarding your approval you can email us at support@brokersumo.com.

Did this answer your question?