Application Help Guide

Before you get started, click here to review tips for completing your application.

Click on the topics below to access each specific help guide. When you click on a topic, you’ll be redirected to a new webpage. Below the topics, you’ll find a status guide explaining what each stage of the application means.

  1. Secretary of State Registration

  2. State or Government-issued ID (Identification)

  3. Plaid Session

  4. Proof of Operating Address

  5. Proof of Home Address

  6. Tax Documents

  7. Multiple Schedule Cs

  8. Tax Transcripts

  9. Voided Check

  10. Certificate of Grant Recipient

  11. Grant Award Letter

  12. ACH Document

  13. W-9

  14. TIN/SSN or EIN Number

  15. How to Scan Documents on your Mobile Device