How can I get the benefits of a small business account?
Log in, open Settings then My details, verify your business, and you will get access to small business features right away.
How to upgrade your account
Sign in to your Chexy account
Go to Settings then My details
Find Small business account and choose Set up now
You will be asked to enter information about your business
After that you will instantly get access to small business features, such as the ability to pay CRA business taxes through Pre-Authorized Debit — and more features coming soon!
What do I need to provide to prove that I am a small business?
You will need:
Business registration number
Articles of Incorporation if your business is incorporated
Why we ask
Financial regulations require us to verify business customers. This helps prevent fraud and money laundering and keeps the payments system safe. We only use these documents to confirm your business identity and we store them securely.
What we accept
Incorporated businesses
Articles of Incorporation or a Certificate of Incorporation
A corporate profile or registry extract that shows the corporation number
Unincorporated businesses
A business name registration that shows your business name and registration number
Sole proprietors
In the "Business name" field enter your personal name or business name you operate under. You will not need to upload any documentation.
Submission guidelines
Upload a document in PDF format. Word, images or other formats are not accepted.
I have complex spending needs — can Chexy help?
If you operate a business but aren't sure if Chexy can meet your complex spending needs, fill out this form and someone from our SMB team will reach out.