To upload documents for a pending subaccount, select the subaccount from the Organization dashboard and navigate to the “Account Documents” section. This section will tell you which documents are incomplete.
- If the W-9 is incomplete, you have the option to upload a W-9 or email the W-9 to the beneficiary by clicking "Complete".
- If the signature card is incomplete, you can resend the signature card by clicking "Resend Sig Card".
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I am getting an error when I try to upload a W9 or W8-BEN. What do I do?