Business Accounts
Choose from a variety of business checking and savings accounts designed to help you manage your finances efficiently while supporting your day-to-day banking needs.
About Us
Become a Business Member
Learn MoreFrequently Asked Questions
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When will business account applications be available?
Business account applications will be available beginning September 1, 2026. In the meantime, our Business Banking team is available to discuss your needs, answer questions, and help you prepare for account opening.
What documents do I need to open a business account?
Required documentation varies based on your business structure. Generally, you may need:
- Employer Identification Number (EIN)
- Business formation documents
- Operating Agreement, Partnership Agreement, or Corporate Resolution (if applicable)
- Government-issued identification for business owners and authorized signers
- Business license or other supporting documentation, if required
Our team will guide you through the specific requirements for your business.
Do I need to be an existing Family Trust member?
No. If you're not already a member, we'll walk you through the membership process and help determine your eligibility. Our team can answer any questions about becoming a member and opening business accounts.
What types of businesses can apply?
We serve a variety of business entities, including:
- Sole proprietorships
- Limited Liability Companies (LLCs)
- Partnerships
- Corporations
- Nonprofit organizations
If you have questions about your specific business structure, our team is happy to help.
Can I apply for a business loan?
Business lending solutions are coming soon. Contact our Business Banking team to discuss your financing needs and learn more about available options and upcoming lending opportunities.
What treasury management services are available?
Our treasury management solutions are designed to help businesses operate more efficiently and manage cash flow. Services will include:
- ACH origination
- Wire transfers
- Cash management tools
- Fraud mitigation services
- Online business banking solutions
Our team will work with you to identify the services that best fit your business needs.
Is there a minimum deposit required to open a business account?
Minimum opening deposit requirements may vary by account type. Contact our Business Banking team for current account details and requirements.
Can I open a business account online?
Business account applications will be available starting September 1, 2026. Until then, we encourage you to contact our team to discuss your needs and learn more about available solutions.
How do I get started?
Getting started is easy. Simply contact our Business Banking team by phone, email, or through our online contact form. We'll schedule a conversation to learn about your business and recommend solutions that fit your goals.
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Explore Our Business Offerings
Business Loans
Access flexible financing solutions to help fund expansion, manage cash flow, purchase equipment, or invest in future business opportunities.
Business Services
Streamline operations with business solutions designed to help you save time, improve efficiency, and focus on what matters most, growing your business.
Treasury Services
Optimize cash flow and gain greater control over your finances with treasury management solutions designed to simplify payments, collections, and account management.
Meet the Family Trust Business Team
LeoDan Montero
Business Relationship Manager
LeoDan leads Family Trust's Business Services program, helping business owners navigate banking, lending, and cash management solutions. He takes a relationship-driven approach, working closely with businesses to understand their goals and connect them with the financial tools and resources needed to support growth.
Rikki Thomas
Business Services Consultant
Rikki partners with business members to deliver personalized banking solutions and day-to-day support. From opening accounts to identifying opportunities that improve financial efficiency, she is committed to providing exceptional service and helping businesses succeed at every stage.
Become a Business Banking Member
We believe business banking is about more than transactions. It's about building lasting relationships and supporting the success of our business community.
As a member, you'll gain access to tailored financial solutions, dedicated support, and valuable opportunities designed to help your business thrive. Explore membership benefits for your business and become a member today.
Let's Talk Business
Whether you're looking for a new banking partner, financing for growth, or tools to manage your cash flow, we're here to help.