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Step 4d. Activate Shopify Payments for the United States

This guide will walk you through activating Shopify Payments for the United States.

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To use Reach's local acquiring solution through Shopify Payments, you must schedule a go-live call with Reach.

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Important

Do not begin this until the scheduled go-live call with Reach. You should only activate Shopify Payments with your Reach representative during that call.

Before you start, choose the appropriate activation method:

Activate Shopify Payments for a configured credit card payment provider

  1. From your Shopify admin, go to Settings > Payments.
  2. Click Activate Shopify Payments.

Activate Shopify Payments for an unconfigured credit card payment provider

If you haven't set up a credit card payment provider, you can complete the account setup on the Complete account setup page. This page guides you through the steps to set up Shopify Payments for your store.

  1. To set up Shopify Payments for your store, click Submit details from the "Complete account setup" page.

  1. Select A registered business from the I am running my store as option list, choose Private multi-member LLC from the dropdown list, and click Next.

  2. Complete the fields under Business details and Business Address, and include the following information:

Required informationDescription
Registered nameEnter the selling entity's name provided by your Reach representative.
Store name (Optional)Enter the name of your store, if needed.
Employer Identification Number (EIN)Enter the Employer Identification Number (EIN) or Social Security Number (SSN) provided by your Reach representative. The required fields are determined by the selling entity’s country.
Phone numberEnter the phone number provided by your Reach representative.
Business addressEnter the selling entity's address provided by your Reach representative.
  1. Click Next.
  2. Complete the fields under Industry type and Details in customer bank statement, and include the following information:
Required informationDescription
CategorySelect your company’s business category from the Category dropdown list.
Sub-categorySelect your company’s business sub-category from the Sub-category dropdown list.
Description of products or servicesDescribe your company’s product or service.
Store phone numberEnter your store or customer service phone number.
  1. Click Next.
  2. Complete the fields under Account representative and click Next.
Required informationDescription
First name and Last nameEnter the name of the account representative provided by your Reach representative.
This person owns 25% or more equity in the business.⬚ No. Clear this checkbox.
This person is an executive in the company.☑ Yes. Select this checkbox.
This person is on the company’s board of directors.No. Clear this checkbox.
Date of birthEnter the account representative's date of birth provided by your Reach representative.
Job roleEnter the account representative's job role provided by your Reach representative.
Employer Identification Number (EIN) or Social Security Number (SSN)Enter the Employer Identification Number (EIN) or Social Security Number (SSN) provided by your Reach representative.
EmailEnter the account representative's email address provided by your Reach representative.
Phone numberEnter the account representative's phone number provided by your Reach representative.
Residential addressEnter the residential address provided by your Reach representative. The selling entity’s country determines the required fields.
  1. Click Save.
  2. Click Next.
  3. Review your changes and click Confirm.
  4. Click Submit for verification.
  1. Click Review terms to review the terms and conditions, and click Agree. For more information, see the Reach disclaimer and Terms of Service requirements.
  1. Click Submit for verification.

Updated 26 days ago