Question:
- What do I need to get started?
- What do I need before I can start setting up a spending card?
This feature is only available to customers that have a US bank account. If you're interested in streamlining purchasing with spending cards for your organization, contact your Customer Success Manager or select Contact Us at the top right-hand side of the webpage.
Answer:
To get started, you will need to provide us with your company bank account details, as well as information about your business:
Bank Account
- Account number
- Routing number
- Account owner
Company
- Business type
- Company name
- Company address
- Company phone
- Company tax ID
Business representative
- Name
- Date of birth
- Address
- Phone
- Tax information
- Relationship with company
Owner
- Name
- Relationship with company