Corporations / Stratas / Incorporated Societies

Find out who needs to be there and what they need to bring.

Manage your organization exactly how you want. This handy chart will help you figure out how to change business ownership of your accounts, make your new VP of Important Stuff a Signing Authority Position, and how to make your Cousin Vinny the Signer for that new position.

If you…

then you need to…

…changed corporate ownership or elected a new Board of Directors.

…update the Directors, Signing Authority Positions and the Signers of the organization.

…changed the organizational roles that will be signing authority positions.

…update the Signing Authority Positions for the organization.

…changed the people in the roles that are signing authority positions.

…update the Signers for the organization.


If you need more help or information, please contact us.


Update Directors

Update Signing Authority Positions

Update Signers