Carter Bank & Trust
Online Business Account Application
You can open a
Carter Bank & Trust
business account anytime or from anywhere that is convenient for you. It’s simple and secure to open a new account and it takes just minutes!
The online application should not be used in a shared environment, such as a library, as someone may be watching you type in your personal information.
Here's what you will need:
- Each person on the application must be an authorized officer of the business and a U. S. resident.
- The business should be legally formed and operate primarily in the U.S.
- You will need to provide the legal business name, address, business tax ID number and the date the business was established.
- You will need to provide supplemental business documents as requested either during the application or within 5 business days after application.
- All applicants will need to provide their Social Security number, date of birth, a mailing address and an email address.
There are 3 ways to fund your account:
- Transfer from another Carter Bank & Trust account.
- ACH from an account at another financial institution. you’ll need their routing number and your account number.
- Credit or Debit card transaction (Mastercard/Visa/Discover). You’ll need the card number, expiration date, and CVV code.
Click here to see what info you'll need to continue
- Each person on the application must be an authorized officer of the business and a U. S. resident.
- The business should be legally formed and operate primarily in the U.S.
- You will need to provide the legal business name, address, business tax ID number and the date the business was established.
- You will need to provide supplemental business documents as requested either during the application or within 5 business days after application.
- All applicants will need to provide their Social Security number, date of birth, a mailing address and an email address.
- If funding your new accounts by electronic transfer from another financial institution, you’ll need their routing number and your account number.
- If funding with a debit or credit card, You’ll need the card number, expiration date, and CVV code.
IMPORTANT INFORMATION FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens and account.
WHAT THIS MEANS FOR YOU
When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
If you have any questions, just call
1-833-ASK-CBAT (833-275-2228)
or email
CustomerService@CarterBankandTrust.com.
We're here to help. |