Onboarding and Setup Questions for Payment Assistant

This is the one individual with significant responsibility for managing the customer, such as an executive officer or senior manager (e.g., Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, Treasurer); or any other individual who regularly performs similar functions. This information must be provided even if no beneficial owners are listed.

No, not at this time. As we build Payment Assistant, we will take into consideration important functionality that you need for this offering.

Yes, you can. You add additional bank accounts to use with Payment Assistant from Settings, Payables. For more details, see Add Bank Accounts to Payment Assistant.