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Merchant onboarding checklist

Get the right facts together before comparing a provider, POS connection, and payment method.

Discuss your business ↗
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A good discovery call is faster when the account structure, checkout tools, and desired customer experience are clear. Do not send sensitive documents through the public contact form.

01

Business and activity

Prepare legal entity and DBA names, ownership, operating states, licenses where relevant, website or storefront details, products, sales channels, and expected volume. Share sensitive records only through a provider-approved secure process.

02

Current checkout

List POS name and version, terminal models, device ownership, receipt options, average ticket, refunds, tips, and the way payments reconcile today.

03

Questions for the quote

Ask about eligible methods, complete fee schedule, equipment, reserves, funding, return and dispute rules, integration scope, contract length, support, and launch testing.

QUESTIONS THAT MATTER

Good answers make
better decisions.

Should I send bank statements through the website form?

No. The public inquiry form is for initial business details only. Use the secure channel designated by the approved provider.

Is a quoted rate final?

Only the provider’s written terms for an approved account establish actual pricing and conditions.