Add custom fields for your Merchants to complete when signing up
Require the upload of specific documents or signatures from Merchants directly on the Signup form.
Add custom agreements and/or terms to your Signup process
Import information from earlier pages in the Signup form. (Such as Business Owner information.)
Instantly verify your Merchants' banking information as they sign-up with our Plaid integration.
“Success” and “Error” icons within the signup form indicating section info requirements are met.
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.