Completing the Application

Set Acceptance PIN

To protect sensitive application data, merchants are required to create a 4-digit security PIN when starting their application. This PIN helps prevent unauthorized access to the in-progress application.

If the session is closed or abandoned, the merchant must enter the same PIN to resume. After entering the PIN, click Continue to proceed with completing the application.

Enter Existing PIN

To continue an incomplete application, enter the previously created 4-digit PIN. This unlocks the saved progress and resumes the application where it was left off.

Reset an Invalid or Forgotten PIN

Use the Forgot PIN? option to reset an invalid or forgotten PIN. A reset link is sent to the email address provided in the emailAddress field of the merchantInformation object during the initial merchant creation request.

Click the reset link to invalidate the previous PIN and open the Hosted Merchant Onboarding application. Create a new PIN and continue the application from where it was left off.

Completing the Application

Before submitting the onboarding application, the system automatically runs a series of validation checks to confirm that all required data is complete and accurate. The platform runs validation checks to confirm that inputs such as, email addresses and phone numbers that follow required formats and meet defined criteria.

Once all sections of the application are completed and validated, the merchant can proceed to the Review & Sign step to finalize the application.

These measures ensure data accuracy, maintain compliance, and provide a secure, seamless onboarding experience.

Signing Merchant Agreement

To finalize the onboarding process, each designated signer provides the Electronic Records and Signature Consent. It authorizes the use of electronic documents and digital signatures in place of physical paperwork.

Executing the Merchant Agreement involves providing consent to sign documents electronically. Instead of printing and mailing physical paperwork, signers can review and complete all necessary forms online.

By giving this consent, you agree to receive and sign documents in a digital format. There’s no need to print, scan, or mail anything. During the application process, you will be prompted to review the Electronic Records and Signature Consent form. Once reviewed, simply click to sign the document electronically. This action confirms your acceptance and allows the onboarding process to continue without delay.

Finalizing Application Terms

After consent is provided, the application process continues with the review and signing of all required documents. Hosted Merchant Onboarding ensures each step is completed through guided prompts and electronic document handling.

Once the application is finalized, the platform can automatically redirect to a designated URL. This redirection enables a seamless transition to a confirmation page, resource hub, or any custom destination to streamline the overall onboarding experience.