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Liam
Liam (@guest_1751856)
December 5, 2023 17:02

Was anyone else able to open an account and complete the bonus without uploading business registration? It asked for one during the application process and I closed the tab, then I got a email 5 min later saying my account was opened regardless..

Bicycle
Bicycle (@guest_1749281)
December 1, 2023 17:01

I understand minimum deposit is a 100usd, but once open how long do I have to get the 4k into the account? And can the money be transfered from my personal BMO? Im trying to get both bonuses, 400usd in personal checking for 4k DD in 120days n 400usd in biz checking for keeping 4k for 120days. Both accounts r w my SSN as I’m sole prop, n both into the same home banking, same phone, different emails tho… Am I good to go?

mothman69
mothman69 (@guest_1749371)
December 1, 2023 19:02

Bicycle bicyclep Yes, you can do both the personal and business offer at the same time with SSN. There is no time limit to deposit $4k into the business account, but you need to have the avg collected balance during the first 120 days be at least $4k. The sooner you transfer in funds, the lower your balance will need to be. For example, you can transfer in $4k on day 1 and hold for 120 days, or you can transfer in $8k on day 60 and hold for 60 days, or transfer in $16k on day 90 and hold for 30 days, or you can do as you see fit to reach the $4k avg collected balance. There are no restrictions on the funding source, so yes you can transfer in funds from your personal BMO account.

bicyclep
bicyclep (@guest_1749126)
December 1, 2023 13:36

Has anyone open both BMO accounts together? the personal and the business checking? I nkow the business checking makes u sit 4k for 120usd for 400usd, which doesnt seem ideal tho, when the personal is only DD 4k or 7.5l for 400 or 600usd respectively. thanks ref:

personal:
https://www.doctorofcredit.com/il-wi-mn-in-az-fl-ks-mo-bmo-harris-350-checking-300-savings-bonus/

biz:
https://www.doctorofcredit.com/az-fl-il-ks-mo-mn-wi-bmo-harris-200-500-business-checking-bonus/

Jack
Jack (@guest_1748219)
November 30, 2023 05:05

So, is this opened nationwide now? It’s letting me progress….

Joanna Walters
Joanna Walters (@guest_1746606)
November 27, 2023 19:45

Opened July 24th, received $300 bonus pending today.

My opening ACH deposit of 10k took a mind bending 17 calendar days to hit, 10 of which I did not even know my account was open yet. Get 10.1k in ASAP like the other posters.

007
007 (@guest_1736750)
November 14, 2023 13:42

So P1 approved just fine, P2 was declined based on ChexSystems (? better than P1’s)

Your QualiFile score: 0619 Date of QualiFile score: 11/14/2023
Key factors that adversely affected your QualiFile score:
I6 PUBLIC RECORD TIME AT BUSINESS INQUIRY ADDRESS
I1 INSUFFICIENT BUSINESS DDA INQUIRY HISTORY
I4 PUBLIC RECORD PHONE TYPE ON BUSINESS
I3 INSUFFICIENT BUSINESS DDA ACTIVITY SAME FI

007
007 (@guest_1737212)
November 15, 2023 05:28

Also, it doesn’t appear that P2’s Chex report was actually pulled? So not really sure what basis was to deny but doesn’t seem it was Chex… (P2 did open personal account with Bmo ~2 months ago, P1 longer ago, not sure if it matters).

BillT
BillT (@guest_1737685)
November 15, 2023 19:14

How timely, this just happened to P2 here, too. She was on the phone with reps for over an hour and they were zero help.

From BMO’s declination letter:

Your QualiFile score: 0619 Date of QualiFile score: 11/11/2023
Key factors that adversely affected your QualiFile score:
I6 PUBLIC RECORD TIME AT BUSINESS INQUIRY ADDRESS
I1 INSUFFICIENT BUSINESS DDA INQUIRY HISTORY
I4 PUBLIC RECORD PHONE TYPE ON BUSINESS
I3 INSUFFICIENT BUSINESS DDA ACTIVITY SAME FI

From the Chex report:

Reason Code Description
1.GC UNIQUE DDA INQUIRY ACTIVITY
2.GB TIME SINCE DDA INQUIRY ACTIVITY
3.GD INSUFFICIENT DDA INQUIRY ACTIVITY SAME FI
4.GE RECENT UNIQUE FI DDA INQUIRY HISTORY

It seems like they may be they pulling a different Chex report – is your P2’s business address different from the home address? My business and personal address are the same and I didn’t have any issues, but my P2 has a “real” one with an office and everything.

007
007 (@guest_1737714)
November 15, 2023 20:20

Thanks! My P2 used same address for home and business (which is same one I used). Agree they seem to be pulling some other report though.

Btw, where did the “From the Chex report” come from? Personal Chex report? Chex score report? Thanks!

BillT
BillT (@guest_1737724)
November 15, 2023 20:45

There are actually two reports available from Chex.

The first is the consumer disclosure, which is what most people are referring to when they talk about Chex; that one has the list of inquiries.. The second is the consumer score report, which is where that 0619 number comes from. You can access both by opening the Request Reports menu in the upper-left corner.

I suspect there may be two different profiles since neither the numerical scores and the descriptions match, and my P2’s work address and phone number don’t appear on the file.

007
007 (@guest_1737781)
November 15, 2023 22:07

Got it, thanks. Did you P2 have a BofA Business Checking account whereas you did not, by chance? That is only other difference I can think of between P2 and myself. Also, I have had my personal BMO account longer, but doubt that makes a huge difference (several months’ difference at the most).

BillT
BillT (@guest_1738301)
November 16, 2023 19:17

She did have a BoA account years ago, but it would have been closed quite a while ago. I did open a BoA business CD a few months ago, but this was maybe half a year after I opened my BMO accounts.

In other news, she called Chex today and apparently there is a separate business report that cannot be accessed online – you have to either submit a request via mail or over the phone. She opted to do it while she was on the line and they asked a bunch of questions about old business address, business names, etc.. Seems like quite a hassle but we should be receiving this mystery report sometime in the next week or so.

007
007 (@guest_1738348)
November 16, 2023 20:26

Thanks for sharing about the separate business report from ChexSystems. Interesting, I don’t find any mention of it on their website, and certainly not the form to mail to request it. Let us know when your P2 receives the report, please. Thanks!

007
007 (@guest_1738828)
November 17, 2023 12:54

Just called today. No specific form. To request the ChexSystems Business Disclosure Report, mail a letter with:

Name of Business
Tax ID or EIN number
Relationship with business (i.e., Manager, Owner, etc)
Current physical and mailing address
Any addresses that you have used in past 5 years for business

to

P.O. Box 583399
Minneapolis, MN 55458

DP
DP (@guest_1747921)
November 29, 2023 18:48

Is P2’s Chex decline an online or in branch app? Also, did they hard or soft pull P2’s credit report?

007
007 (@guest_1748041)
November 29, 2023 22:00
  DP

Online app. No hard pulls on credit. Haven’t checked for soft pulls sorry. But again no Chex pull either.

007
007 (@guest_1736052)
November 13, 2023 14:52

Some small oddities of business account:
– shows up in online login but when send secure message asking to verify promotion they ask to call
– no way to use the online activation instructions as it only sees personal debit card, phone call method works fine though

MF
MF (@guest_1739403)
November 18, 2023 12:48

their system is paradoxical, i had to add a new # to login, then goto bank transfer page to verify the existing email and phone. So you must do the verification on the 1st go.

007
007 (@guest_1739421)
November 18, 2023 13:24
  MF

Thanks for sharing your datapoint!

Eason
Eason (@guest_1735272)
November 11, 2023 23:02

The bonuses of this bussiness account and personal account do not affect each other, right? Thanks.

Karl
Karl (@guest_1735595)
November 12, 2023 17:14

From the fine print:
“Offers are not available to existing BMO Harris business checking customers or those who have closed a BMO Harris business checking account within the past 12 months.”

From DoC’s post:
“Also since I’m sure some people won’t read the fine print, yes you’ll be able to get this bonus even if you’ve received a bonus on the personal account and even if you still have that personal account.”

Since I’m sure some people won’t read DoC’s post either, the answer to Eason’s question is yes.

Eason
Eason (@guest_1735748)
November 12, 2023 23:37

I read the term and I want to confirm it. I just opened a personal account, thank you very much.

jbooey
jbooey (@guest_1734653)
November 10, 2023 17:25

If you plan on applying for BMO, don’t use Chrome or Safari. I errored out with both of these, and then finally got through with Microsoft Edge.

I applied using my business EIN and immediately received an email requesting I upload proof of my tax identity number (TIN). Uploaded a copy of the EIN form I received from the IRS, and then was approved less than an hour later.

I’m going for the $600 bonus, and I don’t use paper checks (all digital banking here 😃) so I plan on doing an ACH transfer of $11K by day 10 to meet the average collected balance requirement. And then will do $1 ACH pushes to meet the other requirement.

AVP
AVP (@guest_1746467)
November 27, 2023 15:55

1) How do you withdraw money from BMO business account without signing up for $40/month separate “online banking for business” account? From BMO digital account, which is free, there are NO EXTERNAL transfers allowed.

007
007 (@guest_1731458)
November 6, 2023 18:19

What is everyone doing for the 10 qualifying transactions? Definition seems pretty broad …

Ricki
Ricki (@guest_1731521)
November 6, 2023 20:12

I did ten $1 ACH pushes.

007
007 (@guest_1731522)
November 6, 2023 20:13

Thanks! It worked to get the bonus? Or don’t know yet?

Ricki
Ricki (@guest_1731575)
November 6, 2023 22:42

Ten ACH credits (of any amount) that post within 120 days of account opening satisfy the transactions requirement:

“3) Have at least ten (10) electronic transactions post to the account within 120 days of account opening. Electronic transactions can be any combination of: ACH credits or debits, real-time payments, online bill payments, mobile deposits, wire transfers or debit card POS purchase transactions. ATM transactions and POS credits do not qualify as electronic transactions.”

007
007 (@guest_1731593)
November 6, 2023 23:30

Thanks!