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Registering a Business

Written by Ari Schlacht
Updated over 4 months ago

When you first signed up for Sequence, you were asked if you planned to use it for business finances.

  • If you selected Yes, you were taken through the KYB (Know Your Business) process and your business is already registered.

  • If you selected No, or if you upgraded from the Starter plan, you can register your business anytime.


How to register a business now

  1. Go to Settings in the bottom-left corner

  2. Click Beneficiaries

  3. Select + Add a new business

  4. Enter the required business information

  5. Once approved, your business will be active in Sequence


Why register your business?

Three key reasons:

  • A. Connecting external accounts
    To link business checking accounts, credit cards, or other external accounts, we need your business details to ensure clean and accurate connections.

  • B. Pods and Income Sources
    Every Pod and Income Source in Sequence is a real checking account. Registration ensures each one is tied to the correct entity for compliance and clarity.

  • C. Incoming and outgoing funds
    For direct deposits or outbound payments (like credit card processors), the beneficiary must match your business to avoid mismatches, rejections, or tax issues.


FAQs

  • What if my business application isn’t approved?
    For security reasons, we can’t share details, but we’ll issue a refund immediately.

  • Can I register more than one business?
    Yes. Add as many as you need in Settings → Beneficiaries.
    Unlimited businesses require the Premium tier.


Next up → Beneficiary Matching — making sure every account in Sequence belongs to the right owner.

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