How do I get started?

Angie Smith
Angie Smith
  • Updated

To start, create a sandbox environment and follow our Getting Started Guide. Once you are ready to go live, complete the Account Activation process to gain access to a production environment.

This application requires a significant amount of information, once you have begun you cannot go back to a previous page; you may only "Restart" or "Resume" your application. Be sure to gather your KYB information before beginning the move to Production process! This information will include: 

  • Company Legal Info (e.g., EIN, contact, address) 
  • Personal Info of business owners (e.g., CEO or COO) 
  • Card design (choice of physical/digital, color, logo) 

 

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