Submitting Signature

The Signature Submission step is a crucial part of the merchant onboarding process in the Partner Portal. This step ensures that all necessary contacts and authorized signers are recorded for compliance and verification purposes.

Watch the interactive walkthrough below to add signer contact details and submit signatures.

1

Accessing the Signature Submission Page

• Navigate to the Partner Portal.

• Select Signatures from the top navigation menu.

• The Signature Submission page will be displayed, allowing you to add a new contact.

2

Adding a New Contact

To add a new contact, follow these steps:

• Enter Personal Details:

  • First Name

  • Last Name

  • Date of Birth

  • Social Security Number (SSN) (if applicable)

• Select Contact Type:

  • Signer (Must be an individual with control of the business)

  • Owner

  • General Contact

• Provide Contact Information:

  • Email Address

  • Phone Number

  • Fax (optional)

• Enter Address Details:

  • Home Address

  • City

  • State

  • Zip Code

  • Country

• Select Representation for Contact:

  • Compass User

  • Primary Contact

• Additional Information:

  • Title

  • Country of Citizenship

3

Saving Contact Information

Once all required fields are completed:

• Review the entered information for accuracy.

• Click Save & Add Contact to submit the details.