Application Process - Decision-Makers

In this section you will need to provide the information of the owners, controlling persons, and signatories in your company.  Keep in mind that one person may hold multiple roles.  

Step1:  Select + Add decision-maker

Step 2:   This section will be completed for all decision makers on this account.

• Select all roles that the decision maker holds.

• Enter First and Last name

• Enter or use the calendar option to enter the date of birth

• Confirm Country of residence

• Enter "last 4" of the decision makers social security number.  If you do not have a social security number check the box "I don't have an SSN"

• Enter the email address for the decision maker

• Enter the phone number.   Be sure to include the country code when entering the phone number.   (ie.  +1 for US)

• Select Next

  • Note:  If a signatory is included there will be an additional field for Job Title to be included.

Step 3:  Provide personal address.   This can be entered manually or by typing in the beginning part of an address and searching.

Step 4:  A summary of the information provided will populate and you will need to review and select submit to confirm that the information is complete and accurate.

The Home screen of your application will reflect as follows once the Decision-makers section has been completed.

Next Steps:  Banking Account Details - Select one option.

Onboarding - Payout Details - Option 1 - Instant - Verify the account via mobile bank app or bank website.

Onboarding - Payout Details - Option 2 - May take a few hours or days - Provide account details and upload a scan of a bank statement.