Opening Accounts

Opening a New Account

Below are some things that will help you save time in the account opening process. Our private bankers are available to help you. Each new account requires by law a new signature sheet.

  • If you plan to open a Commercial banking account, please bring your TaxID number for the business and articles of incorporation.
  • If you plan to open any type of a Trust account, you must bring a copy of the trust agreement with you.

Account Opening Identification Requirements:
To open a Baytree Deposit account one Primary form of identification is required, either a current driver’s license or valid passport.

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all banks to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Contact Baytree representative