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Personal Business Wealth Good Sense

What documents do you need to open a business account?

What documents do you need to open a business account?

What to bring with you when you open a business account

At Meridian, we’re always available and ready to help you simplify your business banking. That’s why we want to make sure that opening an account is as simple as possible.

To help you with the process, please review the checklists below detailing the documentation required for every category of business

You will also need to bring a form of acceptable identification when you open an account. Check our full list of acceptable identification.

Checklist for Sole Proprietorships

Download a checklist of everything required to open a business account for a sole proprietorship:

Sole proprietorship checklist (PDF, 43 KB)

Checklist for Unincorporated Associations
Whether your unincorporated association has a formal or informal structure, the required documentation will be the same. Download the checklist:
Unincorporated association checklist (PDF, 37 KB)
Checklists for Partnerships

Depending on the type of business partnership you have, the documentation required may be slightly different. We have checklists for general partnerships, limited partnerships, and Limited liability partnerships.

General partnership checklist (PDF, 45 KB)

Limited partnership checklist (PDF, 45 KB)

Limited liability partnership checklist (PDF, 45 KB)

Checklists for Corporations

Depending on the type of corporation you’re running, the documentation required may be slightly different. We have checklists for general corporations as well as more specific types: condominium corporations and not-for-profits. Download the checklist that applies to you:

Corporation checklist (PDF, 36 KB)

Condominium corporation checklist (PDF, 35 KB)

Not-for-profit checklist (PDF, 37 KB)

Checklist for Trusts
Download a checklist of everything required to open a business account for a trust:
Trust checklist (PDF, 41 KB)

Acceptable forms of identification

All identification must be original, current and valid, legible and in good condition. Each Owner, Officer and Authorized Signatory Officer are required to be physically present when ascertain identity. We will only accept forms of identification on this list:

  • Driver’s License issued in Canada
  • Canadian Passport
  • Nexus card
  • Canadian Citizenship card
  • Canadian Permanent Resident card
  • Secure Certificate of Indian Status
  • Other Foreign Government-issued photo identification if equivalent to a Canadian Government issued photo identification