How do I upload documents for a pending subaccount?

To upload documents for a pending subaccount, select the subaccount from the Organization dashboard and navigate to the “Account Documents” section. This section will tell you which documents are incomplete.

• If the W-9 is incomplete, you have the option to upload a W-9 or email the W-9 to the beneficiary by clicking "Complete".
• If the signature card is incomplete, you can resend the signature card by clicking "Resend Sig Card".

NOTE: Do not use the "Upload" option when attempting to complete the W9/W8 documentation, as that button is designed to upload other non-W9/W8 documents. The image below shows what not to use (red "X") vs the correct use (green rectangle) for the subaccount tax documentation:

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What is a pending subaccount?

I am getting an error when I try to upload a W9 or W8-BEN. What do I do?