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How to Fill out Your Financial Settings [Canadian Customers]
How to Fill out Your Financial Settings [Canadian Customers]
Updated over a week ago
  1. Sign in and access your 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

    • Trade Name of Business (Optional Field)

    • Company Type

    • Business Number

    • Company Address

    • Apartment, Suite, etc

    • City

    • Province

    • Postal Code

  6. Click Next.

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

    • First Name

    • Last Name

    • Job Title

    • Date of Birth

    • Social Insurance Number [Optional]

      • This may be required if your identity cannot be identified initially.

    • Personal ID (Front & Back)

      • Personal ID can be a passport, photo ID, or driver's license.

      • Acceptable upload formats are PNG, JPG, or JPEG between 100kb and 1MB in size.

  8. Click Next.

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

    • Your Organization's Website URL

    • Financial Contact Name

      • An 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.

      • Between 5 and 22 characters, inclusive.

      • At least one letter (if using a prefix and a suffix, both require at least one letter).

      • Does not contain any special characters. < > \ '" *

      • Reflects you're doing business as (DBA) name.

      • Contains more than a single common term or common website URL; a website URL is only acceptable if it provides a clear and accurate description of a. transaction on a customer's statement.

  10. Click Next.

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

    • Account Type

    • Account Number

      • Confirm Account Number

    • Transit (Branch) Number

    • Institution Number

  12. Click Next.

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

    • Company Details

    • Principal Details

    • Financial Settings

      • 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 if your application was approved or not.

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

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