Before beginning your application, gather the following information. Having these items ready can help make the application and approval process faster and smoother.

Business Information
Legal business name, DBA, business address, phone, website, EIN/Tax ID, business start date, and business entity type.

• Office/business location — Rent or Own
• Cancellation / Refund / Return Policy

Owner Information
Information for the required business owners or authorized signer, including identification and ownership information.

• Clear photo of driver’s license

Banking
Business bank account and routing information, plus:

• Canceled or voided business check
• Other bank verification if required

Processing Information
Estimated monthly card volume, average transaction amount, highest expected transaction, and how you accept payments—in person, online, mobile, virtual terminal, etc.

Current Processing Statements
If you already accept credit cards, have your recent merchant processing statements available. They can also be used for your Free Statement Analysis.

Supporting Documents
Depending on your business, underwriting may request identification, business documents, licenses, product/service information, or other supporting documentation.

Ready to Apply?

I Have Everything — Start My Application