Business Verification & Risk Services
Last updated: September 21, 2026
Glide provides access to business verification, due diligence, and monitoring services through Middesk. These services help your team verify business information, investigate potential risks, and monitor changes as part of business account opening and ongoing review.
How it works
Glide runs a Know Your Business (KYB) report when a business account opening application is submitted. With access to the Middesk dashboard, your team can also review verification results in Middesk and request additional services.
Once access is enabled, select Open in Middesk from the application’s KYB table in Glide to open the associated record in Middesk.
Available services
The services below support different parts of your review process.
Business verification and information
Verify business details and gather information to support your review. Standard business verification already runs with every business application.
TIN Verification (Standalone): Standalone taxpayer identification number verification.
Industry Classification and Premium Industry Classification: Business industry classification services.
SOS Document Retrieval: Secretary of State business document retrieval.
Web Analysis and Web Presence: Additional information about a business’s online presence.
Due diligence and risk screening
Request additional searches on businesses or associated individuals.
Service | Search coverage |
|---|---|
Litigation Search | Businesses and individuals |
UCC Lien Search | Businesses |
Tax Lien Search | Businesses and individuals |
Bankruptcy Search | Businesses and individuals |
Criminal Background Search | Individuals |
Adverse Media | Screening for adverse media |
Enhanced Screenings | Global watchlist and politically exposed person (PEP) screening |
Lien Search | Additional lien search services |
Ongoing monitoring
Available monitoring services include:
Watchlist monitoring
Bankruptcy monitoring
Secretary of State (SOS) monitoring
Lien monitoring
Other Middesk products
Additional products include Signal, Qualify, and Identify. Contact your Glide team for details about these products and how they may fit your institution’s workflow.
Getting access
Contact your Glide team to enable a dedicated Middesk account and discuss the services your institution needs.
For existing Glide business account opening clients, access is opt-in and requires a signed KYB services addendum. Your Glide team will coordinate account setup and activation.
For new business account opening clients, Middesk dashboard setup is included in the implementation process.
Pricing and billing
Additional services may incur usage-based fees. Refer to your institution’s executed order form or KYB services addendum for applicable services, rates, and billing units.
Contact your Glide team with questions about pricing before requesting additional services.
Frequently asked questions
Do we need to use every service?
No. Additional services can support your institution’s specific verification and due diligence needs. Your Glide team can help confirm the options available to you.
Does this replace the KYB report in Glide?
The dedicated Middesk dashboard extends your workflow by providing access to verification results and additional services. You can access the associated Middesk record from the KYB table in Glide.
Who should we contact for help?
Contact your Glide team for help with access, service availability, pricing, or setup.