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 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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The ability to add custom fields for your Merchants to complete when signing up
The ability to require Merchants upload specific documents directly on the form as they signup
The ability to add custom agreements and/or terms to your signup process
Access to our built-in Plaid flow - which instantly verifies your Merchants' banking information as they sign-up.
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With Plaid, your client 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 your clients 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. |
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