Information needed to open a Solutions Checking account:

1. Fully completed, signed application found on the Applications and Forms tab.
2. Documentation as outlined in the Documentation Matrix located within the account application for an Entity.

NOTE:  Incomplete applications or applications sent without proper documentation will delay processing. You may be contacted during the account opening process for further verification of your client’s information. 

Total amount of time for a Solutions Checking account to be opened after we receive the completed, signed, and documented application – 3 business days. 

Online Account Access:  Your client's user ID for online account access is provided in the Welcome Kit.  If this is your client's first account being serviced by The Bancorp Bank, N.A., the password will be sent by email, provided an email address was included on the deposit application; otherwise, the password will arrive separately by U.S. mail.

If your client currently has another account being serviced by The Bancorp Bank, N.A., they will log on to our website at bancorpsolutions.com  with the same user ID and password used for the other account. The other account may be with The Bancorp Solutions or another organization which offers banking services through The Bancorp Bank, N.A. The client will not receive new login credentials for this account nor will they be prompted to change the password.

Checks and Debit/ATM Cards:  If checks and/or debit cards were chosen at the time of application, they will arrive in the mail within 7-14 business days.  Please note that The Bancorp Bank, N.A. provides free standard style check orders and reorders (single or duplicate checks). If a client would like to order another type of check, The Bancorp Bank, N.A. will provide a $15 courtesy discount towards the order.