If your business desires an out-of-the-box onboarding solution, that requires no backend engineering on your part, you can leverage a Payrix SignUp Form as your Merchant on-boarding form. With a SignUp Form, a link is created and can be sent to your new Merchants, making it easy to complete the sign-up process. Additionally, the background, subheader, and error text are fully customizable to match your company logo and theme.
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By setting up a white-label instance, you will also have the ability to adjust the header message and add a reCAPTCHA verification key to your SignUp Form. |
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With Plaid, a new Merchant will be prompted to log in to their online banking within a secure hosted form and links the account directly to Payrix. This eliminates the need for them to manually type their account or routing information and ensures the account is validated and will not have any funding issues once processing begins. |
How to Create a Sign-Up Form
SAMPLE SIGNUP FORM
Here are links to sandbox versions of the signup forms.
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The signup is for is split into 4 four sections:
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About the Business
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About The Owner
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Add Bank Account
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Terms and Conditions
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See also: Boarding/Onboarding Merchants in the Portal
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