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Business Information
Business Information

A walkthrough of the first step to onboarding a merchant account, inputting business information. All required fields are clarified.

Updated over 2 months ago

Step 1 - Information About Your Business

This first page collects information from the business or corporation filling out the application.


Expand any of the sections below for a more detailed explanation of the particular field.

Legal Business Name:

The official registered name of the business entity, as it appears in legal documents.

DBA Name:

"Doing Business As" name, which is the name the business uses publicly, often different from the legal name.

Location Name (city, number, etc.):

The specific location or branch of the business, including city and street number.

Taxpayer ID or Taxpayer Identification Number (TIN) of Legal Business Entity:

The unique identification number issued by the IRS to the business for tax purposes.

Physical Address (no PO Box):

The actual street address where the business operates, excluding P.O. boxes (Street address, Street Address 2, City, State, Postal Code).

Is the Legal Business Entity's mailing address different from its physical address?

A Yes or No question to confirm if the business’s mailing address is the same as its physical address. If "No" is selected, new fields will appear asking for the Mailing Address.

Business Type:

The classification of the business given in the application (Government, Joint Stock, Limited Liability Company, Non-Profit, Partnership, Private Corporation, Public Corporation, Sole Proprietorship).

Business Category:

The type of industry or sector the business operates given in the application (Car rental, E-commerce, Lodging, MOTO, Petro, QSR, Restaurant, Retail).

Products/Services Sold:

A description of the products or services the business provides to customers.

Business Phone Number:

The primary phone number for business contact or customer service.

Business Email Address:

The primary email address for business-related communications.

Date of Incorporation:

The date when the business entity was legally established and incorporated given in the application. 1st: Month (ex: January), 2nd: Day (ex: 1), 3rd: Year (ex: 2025)


Next Step - Owner Information

When you finish inputting the above fields, click Next. If the required fields are satisfied, you will be taken to the next page.

Do you need further assistance? Try reaching out to our support team by clicking the chat bubble on the bottom right of your screen →

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