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Quick Links


Add Bank Account

Bank Accounts Tab

Action

Display

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

2. Select Admin from the drop-down menu

3. From the Bank Accounts tab, select Add Bank Account

4. Enter the Account Password

5. Select the blue Confirm button

6. 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

Be sure to agree to the ACH Terms of Service

6. Click Submit


Tax Forms Tab

Action

Display

  1. From the Admin screen, select the Tax Forms tab

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

 If you already have an electronically filled out PDF you can upload and submit it now, by clicking Upload PDF

3. To begin, click Get Started

4. Fill out and sign the form

5. Click Continue

6. Click I agree to agree to the Terms & Conditions

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