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How to Fill out Your Financial Settings [US Customers]
How to Fill out Your Financial Settings [US Customers]
Updated over a week ago
  1. Sign in and access your "SportsEngine HQ" account.

  2. On the left-hand navigation panel, click Settings.

  3. Scroll down and choose Financial Settings.

  4. Click Get Started to begin.

  5. On the page labeled "Enter Organization Details," input the following:

    • Company Name (Must be the exact legal name that appears on your SS-4 or 147c)

    • Trade Name of Business (Optional Field)

    • Company Type

    • Tax ID (EIN Number) (Required)

    • Phone Number

    • Company Address

      • NOTE: The company address must be a physical place, such as an office building or home address. (Must be a physical address and can not be a P.O. box)

    • Apartment, Suite, etc

    • City

    • State

    • ZIP

  6. Click Next.

  7. On the page labeled "Enter Representative Details," input the following:

    • First Name

    • Last Name

    • Job Title

    • Phone

    • Email

    • Address

    • Date of Birth

    • Social Security Number Why?

    • Passport, photo ID, or driver's license as a png, jpg, or jpeg smaller than 10MB

    • Ownership %

      • Click Add Principal Shareholder to add additional shareholders.

      • Click Remove Principal Shareholder to remove a shareholder.

      • Shareholders with less than 75% ownership may be required to confirm their ownership status.

  8. Click Next.

  9. On the page labeled "Enter Financial Settings," input the following:

    • Your Organization's Website URL

      • Must be a live and working URL that represents your organization.

    • Financial Contact Name

      • The admin will be able to help your members with billing-related questions.

    • Financial Contact Email

    • Statement Descriptor

      • What the cardholder sees on their bank statements.

  10. Click Next.

  11. On the page labeled "Enter Bank Account Details," input the following:

    • Account Type

    • Bank Account Nickname

    • Routing Number (9-digit number)

    • Account Number

      • Confirm Account Number

    NOTE: The name on the bank account must match your Legal Entity Name or Business Trade Name.

  12. Click Next.

  13. On the page labeled "Review and Submit," review the information added to the following pages:

    • Company Details

    • Principal Shareholder Details

    • Financial Settings

    • Bank Account Details

      • NOTE: To the right of each page header, click Edit to update and change information.

  14. Check the box to agree to the Terms of Service agreement, then click Submit.

Your Payment Processing Application information will now be submitted for approval. The Financial Contact will receive an email notifying you whether or not your application was approved.

Helpful Tip! My Payment Processing Application was not approved – what can I do?

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