Owner & Business Details

Clearco must know your business and ownership details during the application process. This tells us who you are and a bit about the structure of your business. 

Business Details

Founders are required to provide Clearco with the appropriate business details. When you are ready to submit your business details, you will be taken through the following steps:

1. Enter your Business information. Note: the information must match the name and format on your incorporation document.: The max file size is 15MB. 
   
   
   

2. Click Next.

3. Verify that the business details have been uploaded.
   
     
   
   

Owner Details

Entering in the owner details is the next step required to complete the business profile. 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

1. Fill out your name, email, job title, and applicable positions below, and click Save profile.
   
   
   
   
2. Click 'Add Profile' to add other owners or directors. Fill in their name, job title, and confirm their ownership and director status.
    
   

3. Click on “Save and Send email to Identity Verification”. The owner will receive an email to verify their identity. Note - the verification email will expire within 5 days.

4.  

   Once all owners have been added, click "Verify”.
   

Once you verify your identity, please set your signatory. Note: In order for this step of the Business Profile to complete, there must be a minimum of one authorized signatory added.

Signatory Owner Profile

Your Clearco account has one authorized signatory to sign contracts. If you have more than one authorized signatory, our contract will be unable to generate. If you have additional profiles, please have the non-primary signatory profile updated so there is only 1 signatory owner listed. For instructions on how to do this, please visit our Help Center here. 

Troubleshooting

1. 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.

2. Can I delete an owner profile? 

We understand that changes can happen. If you need to remove an owner profile, ensure the new owner profile has been added first. There must be a minimum of one authorized signatory added, which means that all profiles cannot be removed. For instructions on how to add a new owner, please find instructions here. Once this is done, please email support@clear.co, and they will action the request.