When you’re linking your Canadian bank account to HoneyBook, you’ll need to supply documents that confirm the info you provide. Each section below provides the list of documents you can supply. When you upload these documents, there are some requirements you must meet (if the document doesn’t meet these requirements, it’ll get rejected and you’ll need to upload a new image).
Document requirements
The format must be no more than one step removed from the original document:
Document copies and scans must be in PDF format and taken directly from the original document; they can’t be processed, converted, or embedded in other files
A picture of a physical document must be the original, unprocessed picture in JPEG or PNG format
Screenshots aren’t accepted
Photos and scans must be in color
Images must not be low-quality
Identity and legal entity documents must not be expired
Documents must be readable and in a valid upload file format
Documents must not be cropped or missing pages with crucial information, and all borders must be visible
If the country of residence differs from the country of the account, a passport is required for identity verification
Confirm your identity with these documents
Uploading your passport or driver’s license may be the simplest options to upload when confirming your identity.
Here’s the required info for these documents:
Full legal name that matches the name in your HoneyBook profile
Date of birth (DOB) that matches what’s in your HoneyBook profile
Photo of person (except where exclusions apply)
List of accepted documents
List of accepted documents
Passport
Driver’s license (scans of front and back are required)
Permanent Resident card
Provincial or territorial issued photo identity cards (scans of front and back are required)
Certificate of Indian Status card
Birth certificate
Marriage certificate
Confirm your address with these documents
Uploading your driver’s license, province- or territory-issued photo Id card, bank statement, or utility bill may be the simplest options to upload when confirming your address.
Here’s the required info for these documents:
Full legal name that matches the name in your HoneyBook profile
Personal address that matches the personal address in your HoneyBook profile
List of accepted documents
List of accepted documents
Driver’s license (scans of front and back are required)
Provincial or territorial issued photo identity cards (scans of front and back are required)
Insurance document
Investment account statement
Property tax statement
Bank statement
Utility bill (dated within 12 months)
Confirm your company with these documents
For this, you’ll want to upload a current and valid municipal, provincial, territorial, or federal government-issued document that contains your business name and address.
Here’s the required info for these documents:
Full company legal entity name that matches the legal entity name in your HoneyBook profile
Tax ID from the local tax authority that matches what’s in your HoneyBook profile
Company address that matches what’s in your HoneyBook profile
List of accepted documents
List of accepted documents
A current and valid municipal, provincial, territorial or federal government issued document that contains the entity name and address
Corporate profile report
Notice of Assessment issued by the Canadian Revenue Agency (dated within 12 months)
Articles of Incorporation
Articles of Association
Notice of Articles
Company Summary
Search for an entity on the register (Québec only)
Business license
Partnership agreement or registration
A signed resolution confirming the individuals opening the account on behalf of the organization have the authority to do so (non-profits only)
Utility bill (dated within 12 months)
Confirm your directorship with these documents
For this, you’ll want to upload a current and valid municipal, provincial, territorial, or federal government-issued document that contains your business name and address.
Here’s the required info for these documents:
Full company legal entity name that matches the legal entity name in your HoneyBook profile
Where applicable, all director, shareholder, and beneficial owner names and positions
List of accepted documents
List of accepted documents
A current and valid municipal, provincial, territorial or federal government issued document that contains the entity name and directors
Corporate profile report
Articles of Incorporation
Articles of Association
Notice of Articles
Notice of Change of Directors (e.g., Form 6, Form 4006, Form 3006)
Board meeting minutes (dated within 12 months)
A signed resolution confirming the individuals opening the account on behalf of the organization have the authority to do so (non-profits only)
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!