Step 4d. Activate Shopify Payments for the United States

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
• Activate Shopify Payments for an unconfigured credit card payment provider

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. Click Submit details from the Complete account setup page to set up Shopify Payments for your store.

3. Under I am running my store as, select A registered business, select Private multi-member LLC from the Select business type dropdown list, and click Next.

4. Complete the fields under Business details and Business Address by including the following information, and click Next.

5. Complete the fields under Industry type and Details in customer bank statement by including the following information, and click Next.

   Required information	Description
   Category	Select your company’s business category from the Category dropdown list.
   Sub-category	Select your company’s business sub-category from the Sub-category dropdown list.
   Description of products or services	Describe your company’s product or service.
   Store phone number	Enter your store or customer service phone number.

6. Complete the fields under Account representative by including the following information, and click Next.

   Required information	Description
   First name and Last name	Enter 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.
   Date of birth	Enter the account representative's date of birth provided by your Reach representative.
   Job role	Enter 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.
   Email	Enter the account representative's email address provided by your Reach representative.
   Phone number	Enter the account representative's phone number provided by your Reach representative.
   Country/region	Enter the country provided by your Reach representative. The selling entity’s country determines the required address fields.
   Address	Enter the address provided by your Reach representative.
   City	Enter the city provided by your Reach representative.
   Province	Enter the province provided by your Reach representative.
   Postcode	Enter the postcode provided by your Reach representative.

7. Click Next.

   

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Note

There are no owners who on 25% or more of the business.

7. Under Verification:

   1. Click Upload next to Business document to upload a business document provided by your Reach representative.

      

   2. Select IRS Letter 147C as the document type from the Business document dropdown list.

      

   3. Click Add file, select the file, and then click Done. Your Reach representative will provide the required document.

      

   4. Click Confirm.

8. Under Owners, click Confirm.

   

9. Under Confirm your identity:

   1. Click Upload next to Residential business document to upload the residential address document provided by your Reach representative.

      

   2. Select the document type from the Residential address document dropdown list. Your reach representative will tell you what type to select.

      

   3. Click Add file, select the file, and then click Done. Your Reach representative will provide the required document.

      

   4. Click Upload next to Identity document and select the document type provided by your Reach Representative from the Identity document dropdown list.

      

   5. Select the document type from the Identity document dropdown list. Your reach representative will tell you what type to select.

      

   6. Click Add file, select the file, and then click Done. Your Reach representative will provide the required document.

      

   7. Click Confirm.

10. Click Submit for verification.

11. Click Review terms to review the terms and conditions, and click Agree. For more information, see the Reach disclaimer and Terms of Service requirements.

12. Click Submit for verification.