Getting in touch.
Most questions are settled faster in a two-minute conversation than in a form, and asking costs nothing.
Before you telephone
Owners usually want one point cleared up, and one point is quicker settled aloud than in writing. Nothing about asking commits the business to anything.
Office hours
Weekdays, 9am until 6pm Eastern. The form and the upload page stay open around the clock; what arrives overnight is looked at when the office opens.
A direct line
We have not published a telephone number on this page yet. Until we do, the shortest path to an adviser runs through the form itself: it carries a free-text field asking where the funds will go, and a question typed into that field is answered by telephone before the file is taken any further.
Useful to have beside you
- A quarter of business bank statements, saved as PDFs.
- The entity name exactly as registered, together with its EIN.
- An approximate figure for what lands in the account each month.
- Details of any facility currently being serviced.
Where a file is already open
Return to it using the link that was sent to you. Beginning afresh produces a duplicate record, and duplicates are slower than the original would have been.