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Verify your business

Fill in your company details, add your owners, upload two documents and send them to Slate for review. What each review result means and what to do next.

6 min read · Updated November 10, 2026

Screenshot of the Slate partner dashboard: Verify your business

Business verification is a one-time check of who you are before you can move real money. You send basic details and two documents, and Slate reviews them by hand. It's also called KYB, short for "know your business".

Where to find it: on Home, go to step 10, Go live. Select Start next to Business verification (KYB). If you've already sent it, the button says View.

You'll need:

  • Your company's legal name, registration number, website and city.
  • For each owner of 25% or more: full name, share owned, date of birth and email.
  • A certificate of incorporation, as a PDF or image.
  • Proof of business address, as a PDF or image. A utility bill or lease from the last 90 days works.

Fill in and send your verification

Open the verification page

On Home, select Start in step 10. The page is called Verify your business. A Back to onboarding link at the top takes you back to Home.

The Verify your business page with the Business and Beneficial owners sections outlined
  1. Business: your company details.
  2. Beneficial owners: the people who own 25% or more.

There's also a Documents section further down.

Fill in the Business section

Every field is required. Select your business type from the three buttons.

The Business section filled in for a company called Fieldline Software Inc., with five fields outlined
  1. Legal business name: your company's full legal name, as registered.
  2. Business type: Corporation, Sole proprietorship or Partnership.
  3. Registration number: the number on your registration papers.
  4. Website: your company's website, such as acme.com.
  5. Business city: the city only. Slate doesn't ask for a street address.

Add your first owner

Under Beneficial owners, fill in the first owner. A beneficial owner is anyone who owns 25% or more of the company. You need at least one.

The Beneficial owners section with one owner filled in and the Add owner button outlined
  1. Add owner: adds a box for another owner.

Each owner needs a Full name, Ownership % (a number from 1 to 100), a Date of birth and an Email. The date uses your browser's date picker.

Add any other owners

Select Add owner for each person who owns 25% or more.

Two owners filled in, each in their own box, with the Add owner and Remove buttons outlined
  1. Owner boxes: one box per owner, each with name, ownership percentage, date of birth and email.
  2. Add owner: adds another owner.
  3. Remove: deletes that owner's box. It only shows when you have more than one owner.

Upload your two documents

Under Documents, select Upload next to each one and pick a file from your computer.

The Documents section with an Upload button next to Certificate of incorporation and Proof of business address
  1. Upload (Certificate of incorporation): a PDF or image.
  2. Upload (Proof of business address): a utility bill or lease from the last 90 days.

When a file is in, its name shows with a green tick. Select the X to remove it and pick another.

The Documents section with both files uploaded and green ticks

Select Submit for review

The button is at the bottom of the page. It stays greyed out until every field, every owner and both documents are filled in.

The bottom of the verification page with both documents uploaded and the Submit for review button outlined
  1. Submit for review: sends everything to Slate. A message says "Submitted for review. Slate reviews it by hand."

What happens after you submit

The page locks and shows a status bar at the top. Your answers stay on screen but you can't edit them.

The verification page after submitting, with an Under review bar at the top and the form greyed out

Slate reviews your details by hand and then emails the result to the first owner you listed. On Home, the Business verification (KYB) row shows the same result.

What each review status means

The bar at the top of the page, and the row on Home, show where you are.

  • Under review (Home says Under review by Slate): Slate is checking your details. Nothing to do. You can't edit the form.
  • Changes requested (Home says Slate requested changes): Slate needs something fixed. Read the note in the bar, fix it and send it again. See below.
  • Approved (Home says Verified by Slate): you passed. This is one of the three things you need to request live access.
  • Rejected (Home says Verification rejected): Slate couldn't verify you. The form is read-only. Contact Slate support to talk about next steps.
  • Not started (Home only): you haven't sent anything yet.
An amber Under review bar
A green Approved bar
A red Rejected bar with a note from Slate underneath

Answer a Changes requested note

The bar shows Slate's note. For example: "Please upload a clearer copy of the certificate of incorporation."

Read the note

It's in the bar at the top of the page.

The verification page with a Changes requested bar and a note from Slate, and the form open for editing
  1. Changes requested: the bar with Slate's note.

Fix the problem

The form opens for editing again. To replace a document, select the X next to it, then Upload a new file.

The bottom of the verification page with the Submit for review button and X buttons next to both documents outlined
  1. Submit for review: sends it again.
  2. X: removes a document so you can upload a new one.

Your earlier files show under their document names, such as "Certificate of incorporation", not the file names.

Select Submit for review

Slate reviews it again.

If something goes wrong

Submit for review is greyed out

Something is missing. Check every field in Business, every owner box, and both documents. Each owner needs an ownership percentage from 1 to 100.

I see "Upload failed. Please try again."

The file didn't reach Slate. Check your connection and try again. Use a PDF or an image.

I can't find the verification page

It has no menu item. Open it from Home, step 10, in the sandbox.

I made a mistake after submitting

While the status is Under review you can't edit. Contact Slate support and ask for changes. If Slate asks for changes, you can fix it yourself.

Related guides

Learn more about the Slate platform.

Still stuck? Email [email protected] with your account email and the screen you are on. We reply within 24 business hours.