When you're connecting personal accounts in Sequence, whether it's a checking account, savings pod, or income source, there are a couple of small but important differences compared to businesses.
Let’s walk through what to know about the application process.
We’ll need your SSN (yep, that’s normal)
Because these are personal accounts, we’re required to collect:
Your Social Security Number
Your date of birth
Sometimes, a quick identity verification (like a selfie or an ID upload)
This is all part of standard KYC (Know Your Customer) checks that you completed at sign up.
Totally normal, and totally secure.
Always choose the right beneficiary
Every time you add:
An external account
An income source
A Pod
…you’ll be asked to select who owns it.
If it’s you personally, choose your name (not your business) as the beneficiary.
If you accidentally tag a personal account under your business, or vice versa, things can get messy. Balances, automations, and transfers may not behave how you expect.
Keeping personal and business finances separate? We’ve got you.
If you're a business owner using Sequence for both personal and business finances, but want to keep them separate and private, you're in the right place.
Here’s how to do it cleanly:
Use separate beneficiaries for every account, Income Source and Pod
This means:
You can fully collaborate on your business flows
Your personal finances stay completely private
It’s the best of both worlds, shared where it matters, separate where it doesn’t.
Keep going
Now that your personal accounts are in,
Let’s organize them.
From renaming accounts to reshuffling where your money lives, we’ll show you how to keep everything tidy and intuitive.