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What American documents you can use when linking your bank account
What American documents you can use when linking your bank account

See the American documents you can upload when you're connecting your American bank account (Canadian accounts have different requirements).

Updated over a week ago

When you’re linking your American 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).


General 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 option 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

List of accepted documents

  • 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

Note
You won’t need to upload an SS-4, but you will need to enter info that can only be found on it if you are a sole proprietor, corporation, partnership, or LLC.

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!

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