Sign in and access your 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:
Organization Type: Choose the business type you have registered with your province.
Individual
Sole Proprietorship
Partnership
Corporation
Non-profit Organization
Registered Charity
Legal Name of Business (or Individual)
Tax ID
For corporations, partnerships, and non-profit organizations, use a 9-character Business Number (BN)
For individuals and sole proprietorships, (Optional) use a 9-character Social Insurance Number (SIN)
For registered charities, use a 15-character Canada Revenue Agency program account number (format: xxxxxxxxx-RR-xxxx)
Doing Business As (DBA)
Company Address
Apartment, Suite, etc
City
Province
Postal Code
Phone
Support Phone
If you do not have a separate support phone, please enter your primary phone number in this field.
Click Next to proceed to the Enter Representative Details page.
The first person you add will be considered the primary financial representative for your business and must have a significant responsibility to control, manage, or direct the organization.
You must add all representatives who are owners. An owner is anyone that owns at least 25% of the business.
If you are a corporation, non-profit organization, or registered charity, you must add all representatives that are directors.
Directors are typically members of the company's governing board or responsible for ensuring the company meets its regulatory obligations.
You must add all directors included in business registration documents submitted to your province.
On the Enter Representative Details page, the first person added is considered the primary financial representative for your business and must have a significant responsibility to control, manage, or direct the organization. This person must fill in all required fields and mark if they are an owner and/or director. Input the following:
First Name
Last Name
Job Title
Phone
Email
Home Address
Apartment, Suite, etc
City
Province
Postal Code
Date of Birth
Social Insurance Number
Personal ID (Front & Back)
Personal ID can be a passport, photo ID, or driver's license.
Acceptable upload formats include PNG, JPG, or JPEG between 100kb and 1MB in size.
I am an owner: Check this box if the representative owns at least 25% of the business.
I am a director: Check this box if your business lists the representative as a director.
After the first representative, add all representatives that are owners or directors.
Owners are any person that owns at least 25% of the business.
If you are a corporation, non-profit organization, or registered charity, you must add all representatives that are directors. Directors are typically members of the company's governing board or responsible for ensuring the company meets its regulatory obligations. You must add all directors included in business registration documents submitted with your province.
For each additional representative, you must mark either I am an owner, I am a director, or both.I am an owner: Check this box if the representative owns at least 25% of the business.
I am a director: Check this box if the representative is listed as a director for your business.
First Name
Last Name
Job Title (optional)
Phone (optional)
Email
Home Address (optional for directors only)
Apartment, Suite, etc (optional)
City (optional for directors only)
Province (optional for directors only)
Postal Code (optional for directors only)
Date of Birth (optional for directors only)
Social Insurance Number (optional)
Personal ID (Front & Back) (optional)
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.
Click Next.
On the page labeled Enter Financial Settings, input the following:
Your Organization's Website URL
NOTE: Your website must be reachable and represent your business. If you do not have a business website or your website is under construction, you may use a social media page representing your business. When using a social media page, include the entire URL and not just the social media domain name.
Financial Contact Name: The individual or department in your organization that can help your members with billing-related questions.
Financial Contact Email: An individual or general email address that members can contact with billing-related questions.
Statement Descriptor: What the cardholder sees on their bank statements. They must match or be similar to your Doing Business As Name (DBA), your Legal Entity Name, or Your Organization’s Website URL. Statement Descriptor requirements:
Between 5 and 22 characters, inclusive.
Does not contain any special characters. < > \ '" *
Reflects your doing business as (DBA) name.
Contains more than a single term; exact acronyms are acceptable if they are acronyms of your DBA name or your Legal Entity Name.
Click Next.
On the page labeled Enter Bank Account Details, input the following:
Account Type
Account Number
Confirm Account Number
Transit (Branch) Number
Institution Number
Click Next.
On the page labeled Review and Submit, review the information added to the following pages:
Company Details
Representative 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 if your application was approved.
Helpful Tip! My Payment Processing Application was not approved – what can I do?