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SVB Crisis - Priority Business Banking Support

...US corporation with management team overseas? Contact us for pro bono advice. Learn more about the FDIC process and other challenges. Webinar coming soon. Get a new bank account in...

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Press Release

Webinar - How to Leverage Remote Work for Startups & Small Businesses

...benefit of remote work. Business.com, June 2020 6 out of 10 …employers say cost savings are a major benefit of remote work. Business.com, June 2020 6 out of 10 …employers...

Press Release

Barclays: The Future of Money, Finance and Banking

SMBs have been largely under-served when it comes to business banking. A new set of innovations seeks to change that. The Innovation Thesis report published by Barclays Venture Studio in...

FAQ Results


FAQ • Getting Started

Can I apply without an EIN?

All incorporated or registered businesses in the United States must provide an EIN number. The EIN requirement is waived only if you are running a business as a freelancer and...

FAQ • Integrations

How can I link Truly Financial to Quickbooks Online?

Getting data from Truly Financial into Quickbooks is easy. Just download the Quickbooks CSV file from Truly Financial and upload it directly into Quickbooks. The Truly Financial Quickbooks export file...

FAQ • Getting Started

What information and documents do I need to provide to open an account with Truly Financial?

Opening an account with Truly Financial is quite simple. Having the following on hand can help you complete the account application process in under seven minutes: Registered business name if...

FAQ • Checking Accounts

Why is my Truly Financial account suspended/closed?

Every financial service company is required to understand the nature of their customers’ businesses. This means we should fully understand your business profile and if your payments align with your...

FAQ • Getting Started

How do I add my Doing Business As (DBA) name?

...name after opening your account, we require you to contact us to update your company details. Updating your company details and DBA enables you to accept transfers or payments under...

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How to Build Credit as a Business

...identity. Get an EIN- Employer Identification Numbers (EINs, also known as Business Tax ID Numbers) are the business equivalent of Social Security numbers. Having an EIN is useful for streamlining other...

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Employee Appreciation Gifts They're Sure to Love

...when it comes to giving back to the community, everyone wins.   We Believe in Sharing the Love with All Small Business Owners Empowerment is one of the best gifts...

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How to Incorporate a Company in the U.S. as a Non-Citizen (Part 1)

...business banking services. We know a lot about entrepreneurship and business finances, but we’re NOT in the business of providing legal advice. The information below is underpinned by personal experience...