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Open a business account

How to open a business account

The easiest and fastest way is through the customer portal

  1. Click on "Create a profile" at the top right of the website.
  2. Enter your email address and choose a password.
  3. Confirm your email address by clicking the link sent to you by email.
  4. Select "Business" as the account type and complete the online form.

Once these steps are completed, your request will be sent to our team for activation.

1. Create your profile and activate your business account

To open a business account, start by creating your Client Portal profile.

  • Click on "Create a profile" in the top right menu of the website.
  • Enter your email address and choose a password that meets the security requirements.
  • Click on "Create my login" and a confirmation email will be sent to you.
  • Open the email and click the activation link to confirm your identity.

Once your profile is validated, you can move on to the next step.

After logging in, you’ll access a four-step form. In the first step, select the "Business" account type and complete the required sections, including your personal information and your company details (name, address, NEQ, etc.).

Create your profile online

Access your client portal and open your business account today.

Create a profile

2. Provide key contact information

When creating your account, you’ll need to provide the contact details of three key individuals in your organization:

  • The signatory : the person authorized to accept the general terms and conditions.
  • The owner : for the company’s legal information.
  • The accountant : for billing and invoicing management.

3. Set your account preferences

At this stage, you can customize the management of your business account to better suit your needs.

  • Purchase order required
    Indicate whether a purchase order should be required for each rental. This option can help you maintain better control over your projects and ensure proper internal tracking.
  • Project number
    Add a project number to your rentals if needed. This can simplify invoicing, budgeting, and job site organization.
  • Tax exemption
    Confirm if your business is eligible for a tax exemption.
  • Credit application
    If you wish, you can submit a credit application directly through the form. This option allows you to benefit from payment terms tailored to your operations.
Photo de deux mains d'ouvrier tenant un crayon et un carnet. Il prend des notes sur un chantier de construction.

4. Submit your request and activate your account

Once your form is completed, your request will be sent to our credit team, who will review and verify the information provided.

You will then receive our general terms and conditions to sign electronically. During this time, our team will contact your business references to validate the details of your application.

Once your business account request is approved, you’ll receive a welcome email confirming the activation of your account.

The processing time is typically around one business day, depending on the accuracy of the information submitted and how quickly your references respond.

A short video on how to get started with managing your account and team will also be included in this email. You can also view it below:

The best practices of the gouvernance

Length - 5:08

Prefer the paper format?

You also have the option to download, fill out, and email us the paper form. You’ll find the form at the bottom of the page.

Account opening form

Download and complete this form

Complete the paper form and send it to us at the following address : ouverturedecompte@simplex.ca
Download the form

Having a business account means all this and more!

Customer portal

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I can't log in to my business account

Your customer portal and account history are linked to your email address.
If our system doesn't recognize you, it's possible that your email is not yet associated with your account.

In that case, you can:

  • Request an email update directly at a branch
  • Contact our customer service team to update your information

For new business accounts, only the signatory or an administrator can log in for the first time. That person will then be able to grant access to other team members.

If you're still experiencing login issues, please contact our credit team at ouverturedecompte@simplex.ca for assistance.

How can I open a business account?

You have two options:

  1. Create your account online through the client portal. Once logged in, select the “Business” account type and complete the four-step form. The authorized representative of the company will then receive an email to electronically sign the request.
  2. If you experience any issues, contact our credit team by email at ouverturedecompte@simplex.ca or through our chatbot available on the website.

Once your request is submitted and signed, our team will review your application and you’ll receive a confirmation email as soon as your business account is officially opened.

Our company has changed ownership, who should I notify?

For significant changes like these, please contact us via email at ouverturedecompte@simplex.ca or directly through our chatbot in your customer area by clicking on 'Chat with one of our credit agents.'

You can also reach us at 514-331-7779 extension 10435.

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