Frequently Asked Questions
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Getting Started
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Getting Started
Truly Financial is a fully online digital service. We do not operate physical branches, and we’ve designed everything we offer to be accessible via your Truly Financial online login. Many […]
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Truly Financial is currently available to customers in the United States and Canada. Truly Financial is being built as a global bank for businesses and would gradually be made available […]
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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 […]
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Truly Financial is available to businesses located in the United States and in Canada, with certain exceptions. Business owners and officers of the company can be U.S. or Canadian citizens […]
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Truly Financial does not perform a credit check when opening an account for your business and your credit score will not be affected. We sometimes perform a “soft” credit check […]
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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 […]
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In the situation where one of the shareholders of the company is another legal entity, Truly Financial requires you to list all the persons who are the ultimate controlling party […]
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Congrats and welcome! We’re so excited to have you on board and can’t wait for you to start empowering your business with Truly Financial! If you are the Admin user […]
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We welcome customers who have more than one business and the process is very simple. Simply log in to your Truly Financial account and on the left panel, click on […]
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When doing business using a trade name rather than the legal company name, we require your Doing Business As or DBA name. For example, your company’s legal name is “Acme […]
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We need to verify your ID to ensure that there is a real person behind each account we open, and to prove that they are who they claim to be. […]
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Truly Financial supports most business types (like Incorporated, LLC, Partnership, and Solopreneurs), but we do have some restrictions on the industry type we may not be able to serve. Here`s […]
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