How to Set up a Client Account

If your business expects to file notices of security interest in the Filing Office on a regular basis, you will find it convenient to open a client account for it. If, however, you expect to file a notice or request a certified search report only once or infrequently, you should not open a client account. You may, instead, login to a process as described in a non client account.

If your business becomes a client of the Filing Office, the account may have any number of individual authorized users (for example, managers, loan or credit officers, accountants, etc.). At least one of those authorized users will be designated as a client Security Administrator, which means that the user will have additional rights beyond those of general users. Those rights will include the right to add or delete authorized users, and to update information about the client account (for example, an address change). The first user added to the account during the account creation is assigned as the client security administrator by default. General users will have the right to file notices, search for notices and change their own passwords. A client is responsible for the security practices of its users and for all fees charged for transactions by its users.

Filing office will display the current account balance of the client account on the client’s Home screen. The client or any authorized users of the client may view the current account balance, current account statement and prior statements at any time.

You may now Apply for a Client Account, or return to the Welcome page.