Before you begin

Before you create an account

Before you create an account in Wingspan, it’s important to collect and organize the information that Wingspan requires to create an account. This includes several types of business, identification, and banking information.

For enterprises:

  • Login requirements:
    • Login email address
    • Password
    • Phone number—for One Time Password (OTP) verification
  • Business settings
    • Know Your Customer (KYC) verification process
    • Organization configuration
    • Employer Identification Number (EIN) notice form SS-4
    • Business address
    • Your company logo
  • Officer or 25% ownership verification
    • Personal data for the corporate officer or interest owners holding 25% or more of the company.
      • Social Security Number
      • Date of Birth
      • Business address
  • Banking details
    • Online login credentials
    • Routing number
    • Account number
  • Team member permission assignments
    • Which of you team members to invite
    • Assignment of roles
    • Permissions setup

For contractors:

  • Employer Identification Number or Social Security Number
  • Physical Address
  • Bank Account Number
  • Bank Routing Number
  • Phone Number
  • 1099 Form

If you are a foreign national, ensure that you have all the appropriate tax and legal information for your country and your bank. This could include your country’s national tax ID and bank SWIFT Number.

Before you begin using the API

Before you can get started with the Wingspan API, you must create an account in the Wingspan web application. The API key needed to authenticate your API calls can be generated only from the Wingspan web application.