How To: Business Onboarding

Ready to get your business set up? Just follow these easy steps:

Step 1: Fill in your business type details and click Continue.

Step 2: Provide the required business information and click Continue.

Quick Note: This account must be activated by an executive or someone with significant responsibility for the control and management of your business.

Step 3: Provide the business representative's details and click Continue.

Quick Note: This account must be activated by an executive or someone with significant responsibility for the control and management of your business.

Step 4: Add Business Owners

• Click Add Owner to include any individual who owns 25% or more of the business.

• Enter the owner's info and click Add Owner.

• Once all the owners are added, click Continue.

Step 5: Let’s verify your business and personal identity with a couple of quick steps:

Step 5a: Upload Government Document

• Select Government issued proof of business.

You can either upload from your device library or snap a photo directly on your device.

Step 5b: Select Driver’s License, Passport, or Identity Card.

• Click Capture Document to take a photo of the front of your identification with your device camera.
• Align the document with the camera and click Capture.
• Click Continue and repeat the steps for the back of the identification.

Step 6: Review and Verify

• Take a look at the captured images on the verification page.
• If everything looks good, click Continue.
• Click Verify to upload both documents.

You’ll be routed to the final page to confirm that the onboarding sign-up is complete. And that's it!

If you have any questions or need further assistance, feel free to reach out to our support team. We're here to help and ensure your onboarding process is as smooth as possible.