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Ben
Ben (@guest_2046789)
April 19, 2025 19:35
  • 4/11 – Applied online as sole prop with SSN and application went pending; already have Signify credit card
  • 4/11 – Completed call with account specialist and completed DocuSign for Certificate of Authority
  • 4/18 – Called account specialist to check status and was informed application would be processed that day; received approval email a few hours later
jackie
jackie (@guest_2046686)
April 19, 2025 14:41

Add my datapoints.
Applied in branch 4/17 sole prop, took over an hour due to the person who helped me didn’t do business account before. Did have a business checking a few years back and closed more than 2 years as well. Approved without any issue.

Leanne
Leanne (@guest_2046401)
April 18, 2025 23:03

Is the credit card funding option in branch only? Im only seeing transfer money from my account option and no credit card funding.

Shail
Shail (@guest_2046553)
April 19, 2025 09:34

Branch will do Credit Card option but it will go as “Cash Advance” in almost all credit cards. Do you want to take a chance? I would not.

Michael
Michael (@guest_2046275)
April 18, 2025 18:58

Can I transfer $25,000 from my personal Platinum Savings account to this new business checking account?

Pickle Rick🔗
Pickle Rick🔗 (@guest_2046277)
April 18, 2025 19:08

There’s no “new money” requirement in the terms, so you’re good to go.

Wayne
Wayne (@guest_2046287)
April 18, 2025 19:32

I transferred the money into my checking then to the business. Shouldn’t be an issue.

Shail
Shail (@guest_2046554)
April 19, 2025 09:36

For safety, I would still transfer that $25,000 to some other Bank/CU and then from there do ACH to the intended WF account. At least that’s what I am planning to do for both my accounts when it is nearing 30 days.

Celia 🔗
Celia 🔗 (@guest_2046604)
April 19, 2025 11:31

I tend to agree and did the same thing to be safe. While the argument definitely can be made “new money” isn’t in the terms, I don’t want to have to make the argument if it comes to it.

Pickle Rick🔗
Pickle Rick🔗 (@guest_2046630)
April 19, 2025 12:26

I actually disagree here. Since we’re not “skirting the rules” with this promo, we don’t need to avoid contacting the bank. If there is a hidden “new money” requirement coded into the bonus qualification detection, it ought to be fleshed out and corrected.

Playing it safe here may make it easier for the individual, but more difficult for the group in the long run.

Celia
Celia (@guest_2046653)
April 19, 2025 13:23

I don’t think anyone is skirting the rules. I just don’t like having to contact banks if possible and play it safe. And since new money is usually a part of promos, it just felt safer, for me, to make sure it was directly from an external source.

Temu royalty
Temu royalty (@guest_2046269)
April 18, 2025 18:37

Account opened online successfully on 4/17 without any follow up call and Chex frozen.

James
James (@guest_2046252)
April 18, 2025 18:00

My DP,

04/13: Applied for $825 bonus online 4/13, by signing on with existing WF profile. Went pending. Prev gotten WF Biz bonus and recently received Signify Biz card $500 bonus, so used the same existing biz profile
04/14: Received email acknowledgement on application submittal and $825 bonus signup as long as bonus terms are met
04/15: WF rep called and asked same questions answered during online app. Signed docusign during call and was informed they’ll contact regarding decision soon
04/18: Received approval email. Acct shows up online

DP
DP (@guest_2046216)
April 18, 2025 16:02

Tried to open an account in branch with offer code. Banker said the offer code cannot be added due to the system and they submitted a ticket to back office to manually add the code and will follow up with me in 7-10 days. Will see how it goes.

Shail
Shail (@guest_2046555)
April 19, 2025 09:41
  DP

DP – You are not alone! Here’s what happended to me yesterday at Branch. I wanted to open two business accounts – both with its own EIN and Sole Prop. They were busy, so I was able to open the first account at 10 AM and bonus code was applied successfully.

At 2 PM, I was having appointment to open my second account. And they were not able to apply the code. They called their back office and were advised exactly like you were advised. I would not worry at all. Accout was successfully open. Ball is in their court. I would follow up with the Branch in a week time to see if the problem is fixed and they were able to apply the code.

NorseTikiBar
NorseTikiBar (@guest_2046183)
April 18, 2025 14:55

Fail P1 DP:
4/14 applied online as sole prop w/ SSN – pending email
4/15 call from banker to process app through the phone – submitted
4/15 received email a few hours later saying I need to go into branch with docs
4/18 banker says cannot do sole prop, must have LLC.

I assume banker is wrong but I’m not going to argue.

Shail
Shail (@guest_2046556)
April 19, 2025 09:43

The Banker is ill informed and plain wrong! I opened not one but two Sole Prop yesterday at Branch. Of course many in this forum were also able to open with Sole Prop. situation. My advise: Never even try online. Just go to branch and open the account. Period.

jackie
jackie (@guest_2046688)
April 19, 2025 14:45

You can do two Sole Prop?
For different business purpose?

Jerry
Jerry (@guest_2045835)
April 17, 2025 19:07

Went in branch with code after setting an appointment. Applied as a sole prop, no documentation needed. Out in a hour. Approved

Harcourt Fenton Mudd
Harcourt Fenton Mudd (@guest_2045808)
April 17, 2025 18:25

Got approval email today. So about 3 days after the initial phone call. I did get a 2nd phone call yesterday to tell me that they were simply “waiting” on my approval.