Banking Coordination
Application readiness, the bank still decides.
Institution prepares the entity, EIN, and ownership documentation the bank will ask for, coordinates signers, and sets up feeds after approval. The financial institution retains full authority over the approval decision.
Banking readiness
ReadyWaitingExternal
Scope
What banking coordination covers.
Documentation
Formation, EIN, ownership, and operating documents prepared for the application.
Signer clarity
Named signers and authorized users documented in the operating record.
Feed setup
Read-only feeds into the accounting software once the account is open.
Reconciliation
Bank movement reconciled monthly as part of close.
Boundaries
Where banking coordination stops.
- We do not guarantee approval or specific bank outcomes.
- We do not initiate payments.
- We do not act as a signer.
- We do not hold ordinary bank credentials.
Frequently asked
Can you guarantee bank approval?
No. The financial institution controls the decision. We prepare application readiness.Which banks do you work with?
Whichever bank the client chooses. We coordinate the application package accordingly.Do you hold our banking credentials?
No. Access uses sanctioned provider integrations. Credentials remain with the account holder.