When adding your bank & business details 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).
Requirements for all documents
✋ Before you begin
Documents will be rejected if these requirements aren’t met
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, cut-off or missing pages with crucial information, and all borders must be visible. The entire document must be in view
If the country of residence differs from the country of the account, a passport is required for identity verification
U.S. documents & requirements
U.S. documents & requirements
When you’re linking your U.S. bank account to HoneyBook, you’ll need to supply a document that confirm the identity information you provide.
Confirming your identity
Uploading your passport or driver’s license may be the simplest option to upload when confirming your identity, however there are many different documents that are accepted.
Accepted documents for identity verification
Passport
Driver license (scans of front and back are required)
Passport card
State issued ID card
Resident permit ID / U.S. Green Card
Border crossing card
Child ID card
NYC card
U.S. visa card
The document provided must contain:
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
✅ Note
You won’t need to upload an SS-4, but you will need to enter info exactly as it appears on it if you are a sole proprietor, corporation, partnership, or LLC.
Canadian documents & requirements
Canadian documents & requirements
When you link a Canadian bank account, documentation is required to verify who you are and how your business is registered. Uploading the correct document type, in the correct format, helps prevent delays or rejected verification.
Use the sections below to confirm which documents are accepted and what information they must include.
Verifying your identity
Verifying your identity
When you link a Canadian bank account, documentation is required to verify who you are and how your business is registered. These documents verify who you are as an individual, and must match the information exactly as it was input in your HoneyBook account's Bank & Business Details page. Uploading the correct document type, in the correct format, helps prevent delays or rejected verification.
Use the sections below to confirm which documents are accepted and what information they must include.
Accepted documents for identity verification
Passport
Driver’s license (front and back required)
Permanent Resident Card
Provincial or territorial photo ID (front and back required)
Certificate of Indian Status card
Birth certificate
Marriage certificate
The document provided must contain:
Full legal name, which must match your HoneyBook account
Date of birth (DOB)
Photo of the person, where applicable
Verifying your personal address
Verifying your personal address
You are required to verify the personal address entered on the Bank & Business Details page.
Accepted documents for address verification
Driver’s license (front and back required)
Provincial or territorial photo ID (front and back required)
Insurance document
Investment account statement
Property tax statement
Bank statement
Utility bill, dated within the last 12 months
The document provided must contain:
Full legal name, which must match your HoneyBook account
Residential address, which must match your HoneyBook profile
📣 Note
You cannot use the same document for identity verification and address verification. For example, if you used a driver's license for identity verification, you must use a different document for address verification.
Verifying your company information
Verifying your company information
You will be required to provide a business verification document for your corporation. This document verifies your business’s legal existence and address. Here is the information the document must contain:
Accepted documents for company verification
Corporate profile report
Notice of Assessment issued by the Canada Revenue Agency, dated within the last 12 months
Articles of Incorporation or Association
Notice of Articles
Company Summary
Québec only: Results from a registry search
Business license
Partnership agreement or registration
Nonprofits only: Signed resolution confirming the individuals opening the account have authority
The document provided must contain:
Full legal business name, which must match your HoneyBook account
Business address, which must match your HoneyBook account
Tax ID or registration number, where applicable
Verifying your company directorship
Verifying your company directorship
You may be required to provide a proof of directorship document for your corporation. This document verifies who’s authorized to act on behalf of the business. Here is the information the document must contain:
Accepted documents to confirm directorship
Corporate profile report
Articles of Incorporation or Association
Notice of Articles
Notice of Change of Directors
For example, Form 6, Form 3006, or Form 4006
Board meeting minutes, dated within the last 12 months
Nonprofits only: Signed resolution confirming authority
The document provided must contain:
Legal business name
Director, shareholder, and beneficial owner names and roles, where applicable
📣 Note
You cannot use the same document for directorship verification and company verification. For example, if you used your articles of incorporation for company verification, you must use a different document for directioship verification.
Troubleshooting unverified directors
If a director or business owner can’t be verified, try the following:
Update director details
Select View and edit by the business owner
Confirm names, roles, and ownership details match the uploaded documents
Upload matching documentation
Select View and edit by the business owner
Reupload documents that exactly match the information in HoneyBook
Confirm director count
Ensure the number of directors listed in HoneyBook matches your official documents
Add or remove directors as needed, by selecting View and edit
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!