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This guide will walk you through the onboarding process for Payments. It includes step-by-step instructions, required documents, troubleshooting guidance for common errors, and explanations for various business types.

Application Process Overview

You will receive a welcome email containing a link to the online application that you'll need to complete.

• Begin by using the link in the welcome email to access the online application for your business.
• Choose your business type (Corporation, Non-Profit, Sole Proprietorship).
  • Corporation / LLC — You will need an EIN number issued by the IRS.
  • Non-Profit — You will need an EIN number issued by the IRS and you will also need to meet the guidelines for a non-profit.
  • Sole Proprietorship/Individually Owned — Can use either an EIN or your SSN.
• Enter your business details.
• Enter the owner or representative's information.
• Submit bank details using secure methods. In this step of the application, you will be given two options for verifying your bank account:
  • Plaid — Secure connection with your bank's website to validate information. This is a free service. For full details on how this service works, see the link below about Plaid Bank Verification.
    • Instant validation.
  • Manual — This option will ask you to enter the Routing Number and Account Number to your bank account and to upload a bank document like a voided check or a statement that contains the full account number to validate the account.
    • It can take up to 24 business hours to validate your account using this method.
• Review and confirm all entered details before submitting.
• Once you have submitted your application successfully, you will receive a link to access your Payment Portal.

Information and Documents Needed

You will need to have the following on hand for reference and/or submission as you fill out your application:

• Business address, email, and phone number
• Owner or business representative address, email, and phone number
• Government-issued photo ID (Color photo .jpg, front and back images in separate files)
• Business tax documentation (147C or SS-4 confirmation letter, etc.)
• Bank information or document (voided check or bank statement that contains the full account number)
• Social Security Number or ITIN for business owner(s)
• Website or business listing URL (Social media or Google listing will also work)
• Additional forms for EBT acceptance or non-profit status if applicable

File Upload Guidelines

• Accepted Formats — JPG, JPEG, PNG, and PDF

• File Size — No larger than 4MB

• Images — Must be clear, full-color, properly cropped, and not combined into one file.

• ID Cards — Must be uploaded as separate files (front and back).

Account Statuses

You can find the status of your application at the top of the payment portal once you've successfully submitted the application. Once submitted, if there are additional validations that are needed you will be notified by email. You can also find additional validation requirements on your Profile page.

Validation usually only takes a few minutes, but it can take up to 24 business hours from the time the account was submitted if additional validation is required.

Below are the possible Status Flags you will see in the payment portal for you account:

• Pending — Submitted and under review
• Enabled — Approved and active
• Restricted — Action needed due to missing or incorrect information
• Invalid — Incorrect information provided (e.g., invalid bank account)
• Rejected — Application flagged and denied
• Closed — Account was closed

💡Note: If you are not sure why a particular status is on your account, please contact the onboarding team member that is assisting you with your account.

Ordering Terminals / Hardware

To order new terminals or ethernet docks, please contact your Onboarding representative, or reach out to our Support team using the phone number at the bottom of this article.

Troubleshooting and Error Codes

If your onboarding application fails or documents are rejected, the portal will display specific error codes. Refer to the complete Onboarding Error List article linked below with recommended actions and required documents. Always verify that all entered details match uploaded documents exactly, including punctuation, case, and numerical formats.

Related Topics

Plaid Bank Verification

Onboarding Error List

Frequently Asked Questions

Q: I have a question, but I can't find my answer here. How do I get more assistance?

A: If you need immediate assistance, the team is available 24/7. Feel free to contact our support team at: 877-752-0625. You can also email us at support@marktpos.com and we will respond within 24-hours.