Onboard a Merchant

Article • 4/6/2023 • 2 min read
  1. Open the Aptean Pay Merchant Portal link.
  2. Choose Sign Up Now.
  3. Enter your email address and choose Send Verification Code.
  4. Check your email for the Verification Code and copy it.
  5. In the Verification Code field, paste the code.
  6. Choose Verify Code.
  7. In the New Password field, enter a new password to secure your account.
  8. In the Given Name field, enter your first name.
  9. In the Surname field, enter your last name.
  10. Choose Create.
    A new page opens.
  11. Under Where is your entity located? tag, choose your location.
  12. Under What kind of business do you run? tag, choose whether you are a Sole Proprietor or a Business i.e. your business is registered with the Government or formed under a partnership agreement.
  13. Choose the legal structure of your business: Corporate, LLC, or Partnership.
  14. Choose your Industry Category from the drop-down menu.
  15. Under Tell us about your business tag, in the Business Legal field, enter your business name.
  16. In the EIN field, enter a valid EIN number.
  17. In the Business Website field, either enter your business website address or if you don’t have one, check the My business does not have a website box.
  18. In the Social Media or Review Website field, either enter your business’s social media profile or check the My business has no social media presence box. If you haven’t provided a Business Website address, this field would appear automatically.
  19. In the Business Description field, enter a short description of your business.
  20. In the Business Address, City, State, and Zip Code fields, enter your US address.
  21. In the Phone Number field, enter a valid US contact number.
  22. Under Enter Controller Details tab, enter the following information:
    • First Name
    • Last Name
    • Job Title
    • Address, City, State, Zip Code
    • Valid phone number
    • Date of birth
    • Last 4 digits of your Social Security Number
  23. Under Add All Business Owners tab, you can add business owners who own 25% or more of your business.
  24. Under Do you own 25% or more of the business?, check either the Yes or No box depending on your ownership percentage.
  25. Choose Next.
    A new page opens.
  26. Under Create a Merchant Account tab, enter the following details:
    • Account Name i.e. your name
    • Description
    • Statement Description
    • Support email i.e. the address to which payment request receipts will be sent
  27. Under Add your refund policy, you can choose to add the refund policies later.
  28. Choose Next.
    A new page opens.
  29. Enter your name.
  30. Choose Finish.