Open a Business Account

Let's make this happen for your business.

Gather some documents and follow a streamlined process to open your account. 

Build your business relationship with WESTconsin
Open an account with as little as $5
Enjoy minimal fees
Take advantage of better rates on loans and deposit accounts

At WESTconsin Credit Union, we're proud to be your partner in business. Join business owners from all parts of Wisconsin and Minnesota who rely on us to help drive their companies forward. Please contact us with questions and to schedule your appointment. We look forward to serving you!

What You Need to Open a Business Account

We strive to provide top service to our business members. We comply with State and Federal regulators to make sure your account is properly set up. When we open up a new Business Account, all owners, regardless of ownership percentage, are required to be present at account opening to certify the businesses legitimacy and authorize the account to be opened at WESTconsin. Furthermore, when we open up a new Business Account, make changes or add a service to an existing Business Account, we are required to verify the identification of all owners who own 25% or more of the business. We also need to verify this information on an individual who has significant responsibility for managing the business. Required documents are listed below. These documents must be presented at time of account opening or when adding a new service to an existing account. 

Business Types

The type of business you own determines the information you'll need to provide. If you have any questions, we encourage you to talk to your accountant or attorney. You can also access helpful resources from the Wisconsin Department of Financial Institutions and the Office of the Minnesota Secretary of State.

  • Business owner’s Social Security Number
  • Provide an Employer Identification Number (EIN)
  • Provide an Employer Identification Number (EIN)
  • We may ask for further supporting documentation
  • Partnership Agreement (must include list partners, name of business, date business started)
  • Provide an Employer Identification Number (EIN)
  • Articles of Organization
  • Provide an Employer Identification Number (EIN)
  • LLP Registration Statement
  • Provide an Employer Identification Number (EIN)
  • Certificate of Limited Partnership
  • Provide an Employer Identification Number (EIN)
  • Articles of Incorporation
  • Provide an Employer Identification Number (EIN)
  • Articles of Incorporation
  • Provide an Employer Identification Number (EIN)
  • Articles of Incorporation
  • Provide an Employer Identification Number (EIN)

Additional Requirements

The following information is required for all individuals who own 25% or more of the business and an individual with significant responsibility for managing the business such as CEO, CFO, Office Manager, Treasurer, Secretary, etc. Please obtain Beneficial Ownership information so we can promptly serve you.

  • Name
  • Address
  • Social Security Number
  • Date of Birth
  • Copy of Driver’s License or Passport

Business Document Resources

Wisconsin residents: Wisconsin Department of Financial Institutions

Minnesota residents: Office of the Minnesota Secretary of State

Employer Identification Number (EIN): Internal Revenue Service


WESTconsin Credit Union serves members in Wisconsin and in Minnesota. Find a location near you.

Ready to get started?

Stop by an office today.

Helpful Resources

Get online banking tutorials and instructional guides.
Locate the nearest a WESTconsin office near you.
Check out articles on a wide variety of financial topics.

Easier payment processing

Our solutions will help your business accept a wide variety of payments.

Not a member yet?

Join us today!