Thank you!
We have received your information and will be in touch shortly
with a link for you to e-sign!
(or two links if you
requested eCheck/ACH acceptance too)
If you haven't already done so, please email the required
supporting documents to your account manager.
If you prefer to submit through secure email, you may do so through this
link.
- 1. Voided check or blank check (of the account to flow deposits into)
- 2. Drivers license of principal signer (and any owners over 25%)
- 3. Bank statement PDFs (recent three months in PDF format. If your business is not three months old, upload the first month or two.)
- 4. Customer contract with terms & conditions (however you define them) and your refund policy on it (even if it's just "No Refunds")
- 5. Prior processing statements (if you’re currently using another processor, most recent three months. If using Intuit Merchant: click the gear icon (top-right corner), then "Account and Settings", then "Payments" tab on the left then "Documents > Monthly statements".)