Account Management

Onboarding

• How do SSN and TIN requirements vary across business types?
• Digitally sign your merchant agreement with DocuSign
• Connect bank account with Plaid
• Invite a collaborator to merchant application
• Account Requirements
• My business is owned by another business, how do I fill out the Ownership step on my merchant application?
• What are the best practices and suggestions for transaction thresholds and average transaction numbers?
• What information can a business submit who does not have three months of transaction history to support its application?
• What if our company is a nonprofit and doesn’t have an owner?
• What if there is no one with 25% ownership, and we don’t have any SSNs?

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Document Management

• Tips for Managing Document Requests
• Types of Document Requests
• Understanding Document Request Status
• Document Request Requirements
• Common Reasons for Document Requests
• Document Requests
• Upload Documentation

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User Management

• Manage Users
• User roles

Billing

• Billing Explained
• How do I interpret my monthly statement?
• Fees
• Which day of the month are monthly account fees billed?

General

• Manage Email Preferences
• Types of email notifications
• Reset Password
• Processing Details