frequently asked questions.
What do I need to onboard with CONEXT?
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We require the minimum amount of information in order to comply with federal financial requirements. This information on your business includes:
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Business Name
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Business Address
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Business Phone Number
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Federal Tax ID Number (EIN)
The information required of all principal owners (with 25% ownership of the business or more)
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Name
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Address
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Phone Number (Cell phone & home)
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Social Security Number
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Driver’s License (or Passport) Number
The documents we collect are:
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Copy of Driver’s License
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Copy of Business Debit Card
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Certificate of Incorporation/Articles of Organization/Business Certificate
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Filing Receipt (if applicable)
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Proof of Federal Tax ID Number (copy of most recent tax return)
All of these items are collected via a secure platform.
You may sign up at conextnow.com/sign-up.