Page Comparison

1. From any page in the Merchant Dashboard, click the User Icon in the upper right to access the drop down menu

2. Click Admin

• The Admin settings page will open to the Bank Accounts option

3. Click Add Bank Account

4. Enter your account password

5. Enter the required information in the Add New Bank Account pop up

• Account Holder’s Name

• Account Type

• Upload Voided Check

• Routing Number

• Account Number

6. Click Submit

1. From any page in the Merchant Dashboard, click the User Icon in the upper right to access the drop down menu

2. Click Admin

• The Admin settings page will open to the Bank Accounts option

3. Select the Tax Forms Tab

4. To electronically fill out your W9 tax form, click Start W9

5. To begin, click Get Started

• Fill out and sign the form

6. Click Continue

7. Click I agree