Onboarding Checklist
Once you log in to the application and reset the password, you are asked to re-login using the new credentials.
Follow below steps to complete onboarding:
1. Update Password
2. Update Onboarding Documents
3. Enter Bank Information
4. Financer Association
Click on UPDATE BANK INFORMATION
1. Bank Information
Add all the mandatory fields displayed on the screen
2. Click on update
Click on UPDATE ONBOARDING DOCUMENTS
1. Documents to be uploaded
a. Incorporation Letter
b. IRS Form (SS-4 Form : EIN Form)
c. ID Proof (Driver's License / Passport / Government issued ID of the Principal)
d. Void Check
Click on ADD NEW ASSOCIATION
1. Search for the financer
2. Enter address details
3. Click on submit
Once above steps are completed onboarding process is completed.