Adding additional owners
After completing the initial owner profile, you have the option of adding additional owner profiles.
Owner Details
The following information is required for each owner profile created:
-
Legal first & Last Name
-
Role
-
Job Title
-
Email
-
Phone Number
-
Residential Address
-
DOB & Citizenship
-
SSN (Social Security Number) for US citizens
-
Passport Number for non US citizens
-
Once the authorized signatory’s profile is complete, you will see the option to add secondary profiles. Click Add new owner or director.
-
Select a team member. If you need to add a team member, please see this Help Center article here.
-
Select the team member's role and ownership.
-
Click Save.
-
The owner will receive an email with steps for ID verification. Once completed, they will be added to your Clearco profile.
Troubleshooting
-
Why haven’t I received an email to complete my verification?If you haven’t received an email, try searching for the subject line - User Invite. The email will be from support@clear.co.
- How can I edit my existing owner or business information?
If your business has yet to use Clearco funding, please follow these steps:
-
Log in to your Clearco dashboard
-
Under Funding in the left navigation, click Business Profile
-
Click Add Business Owner Profiles & update the primary owner profile information
If your business has used Clearco funding, please email support@clear.co for assistance.