Self-Onboarding
Self-Onboarding has been enabled in the platform and is super simple
Browse to the Configuration sectionSelect the Integrations Tab
From the list of integrations, click on “One Click Payments”
From the One Click Payments screen, click the “Sign Up” button in the top-right corner
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- Tax ID Numbers
- Ownership Information
- ACH information for Deposits
- Addresses and contact information
Once the information has been entered, you’ll need to ensure you’ve agreed to the Terms of Service
Click “Confirm & submit”
Once this information has been entered, the onboarding process will commence. There may be some questions that come to you from the Underwriting department.
Once the onboarding and underwriting process has been completed, the organization and all users will be able to utilize the features and functionality in the platform.