Business Banking
Business Banking
Empowering your business with financial solutions
Start Business Banking
Before you visit a branch to open your account, review documents to bring.
Run Your Business
Our easy-to-use services help your business run smoothly.
Grow Your Business
Let us help support your business growth.
We Advocate For Your Business
The beauty of banking local is having a business services team that understands your needs. We can simplify the complexities of commercial lending and streamline your funding. We help you:
- Finance commercial projects of all sizes
- Cover today’s needs while planning for tomorrow
- Apply for right-sized loans at a fair price
- Obtain swift decisions and support from in-house experts
Steps For Starting a Business
Consider resources that position you well.
Broadview Solutions
Open your Broadview business account to deposit funds and grow your balance. As you develop your business, add:
- Cash Management
- Card Processing
- Payroll Services
Develop a Business Plan
Understand why a business plan is so important and create one. The NY Small Business Development Center (SBDC) offers:
- Free Business Counseling
- Business Plan Development
- Marketing, Accounting
Need Financing?
New and young businesses can access lending resources and support from trusted organizations in your community.
Required Documents
- Assumed Name Certificate
- Assumed Name Certificate
- IRS EIN Assignment Letter
- Filing Receipt
- Certificate of Incorporation
- By-Laws not required for solely owned S-Corp
- IRS EIN Assignment Letter
- Filing Receipt
- Articles of Organization
- Operating Agreement not required for solely owned LLC
- IRS EIN Assignment Letter
- Filing Receipt
- Articles of Organization
- Filing Receipt
- Certificate of Registration for LLP Only
- Partnership Agreement/ or Operating Agreement
- IRS EIN Assignment Letter
- Assumed Name Certificate
- Partnership Agreement
- IRS EIN Assignment Letter
- Certified Copy of a Resolution or Letter, signed by the governing body of the legal entity, authorizing designated individuals to open the account and act on its behalf.
- EIN Assignment Letter
- Certified copy of a resolution or letter, signed by the governing body of the legal entity, authorizing designated individuals to open the account and act on its behalf.
- EIN Assignment Letter
- Valid ID
- 501(c) Tax Exempt Cert.
- Bylaws
- Board Resolution/Meeting Minutes
- Certificate of Incorporation if applicable
- NYS Filing Receipt
- IRS EIN Assignment Letter (or equivalent)
- Required documents based on the structure of the entity
State Level
- Letter/approved application affirming the account name and signers
- IRS Letter
- The person benefiting from the political account, CANNOT be a signer on the account.
- EIN Assignment Letter
Federal Level
- FEC Approved Application affirming the Account Name and Signers, including the FEC ID Number
- IRS Letter
- The person benefiting from the political account CANNOT be a signer on the account.
- EIN Assignment Letter
