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  1. Float Help Center
  2. Registration & Verification

Registration & Verification

Signing up, verifying your business and your cardholders to start managing spend on Float!

Applying to Float!

  • I'm a non-profit. What do I provide in the business owner section?
  • I'm trying to submit an application for a business and keep getting logged into a different Float account
  • Can I submit my application on a mobile device?
  • How does Float protect my business and personal information?
  • Why do I need to provide beneficial owners?
  • Why do I need to provide business information?
See all 11 articles

Verification KYC

  • Why is my SSN required for KYC?
  • Full KYC Process
  • KYC Checks for Fractional CFOs or Bookkeepers
  • How do I submit KYC if I don't live in Canada?
  • Will providing my identity for KYC impact or affect my credit score?
  • Will my personal information submitted for KYC be stored securely?
See all 8 articles

Billing and Pricing Plans

  • Customizing the name on your physical card
  • How do I upgrade or downgrade my plan?
  • How do I access invoices?
  • How does Float bill my account for the monthly Professional Plan subscription?
  • Float Pricing Plans & Features
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