Open a Business Account

Step 1

Fill out, print and sign the following forms:

• Application to Open a Business Account – Preliminary Analysis form:
  • Ontario (PDF, 110 KB)
• Appendix – Preliminary Analysis – Business Account Opening:
  • Ontario (PDF, 133 KB)

Step 2

Call the Caisse of your choice to make an appointment. You’ll receive instructions as to how and where to forward your completed application form.

You’ll also be informed of the documents you’ll need to bring with you (see table below).

Step 3

Meet with a Caisse populaire advisor to finish opening your account. The advisor will let you know which account or plan is best suited to your needs and provide you with the information you’ll need to manage your business account.

You can open a business account in:

• Canadian currency (CAD);
• US currency (USD).

Documents required based on your business structure

Sole proprietorship

Business owned and managed by only one individual.

• A copy of the declaration of registration, if applicable.
• 2 pieces of identification (driver’s license, health insurance card, etc.) of business owner and all other authorized signers on the account.

Partnership

Business owned and managed by several individuals.

• A copy of the declaration of registration, if applicable.
• 2 pieces of identification (driver’s license, health insurance card, etc.) of all authorized signers on the account.

Other documents may be requested, such as:

• the partnership agreement
• a list of partnership assets

Corporation

Business incorporated at the federal or provincial level.

• A copy of the declaration of registration, if applicable.
• A copy of the charter (certificate and articles of incorporation, letters patent, or other).
• A copy of the rules and regulations.
• 2 pieces of identification (driver’s license, health insurance card, etc.) of all authorized signers on the account.

Other documents may be requested.

Association

Organization of persons having a common social or community goal.

• A copy of the declaration of registration, if applicable.
• Association By-Laws.
• 2 pieces of identification (driver’s license, health insurance card, etc.) of all authorized signers on the account.

Other documents may be requested.