Banks may accept DBA documentation as part of their account-opening process, typically together with identification and other entity or tax documents. Requirements vary by financial institution.

Under Swyft Filings' DBA service, customers provide the proposed DBA name, jurisdiction, business category, and a brief description. The filing is then reviewed and submitted to the appropriate state or county office. Once approved, the DBA certificate or registration can be accessed through the customer account, subject to the procedures of the filing jurisdiction.

The customer account is the central place to review available order information and documents. When an online change is not available, or when the request could affect a filing already in progress, the customer should contact Swyft Filings support so the team can determine what can still be changed and whether a separate filing is required.