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I’m preparing to scale my consulting services and need a fully-compliant Chase Business account that can comfortably collect and move about USD 100 K. The account must come with multiple-user online access for my finance team and be enabled for international transactions from day one. I’m looking for someone who has first-hand experience guiding U.S.-based entrepreneurs through the Chase application process. You’ll advise on the exact paperwork (EIN, operating agreement, IDs, etc.), outline any minimum balance or fee structures, and walk me through branch or online submission so the account is opened in my company’s legal name—no shortcuts or gray-area workarounds. Deliverables • A clear document checklist tailored to a consulting business • Step-by-step support until the account is officially opened and visible in Chase Business Online with multi-user permissions configured • Written instructions for enabling and testing international wire capabilities I’m ready to start as soon as you confirm how long each step typically takes and what information you’ll need from me.
Project ID: 40525536
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Active 7 days ago
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1 freelancer is bidding on average ₹250,000 INR for this job

Hi there, We can support this as a compliant business onboarding and documentation project for a consulting company opening a Chase Business account. We will prepare a tailored document checklist, map the usual application steps, and organize the information needed for online access, authorized users, and international wire enablement. We will also outline what Chase typically asks for at each stage so your finance team can move through the process with clarity and the company account is set up in the legal entity name. Please share the entity details, ownership structure, EIN status, formation documents, signers, and the expected transaction profile so we can start the review and build the checklist. Best Regards, 8veer
₹250,000 INR in 10 days
6.8
6.8

Dehradun, India
Member since Feb 6, 2026
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