Sign in and access your "SportsEngine HQ" account.
On the left-hand navigation panel, click Settings.
Scroll down and choose Financial Settings.
Click Get Started to begin.
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
Click Next.
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.
Click Next.
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.
Click Next.
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.
Click Next.
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.
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?