Step 4d. Activate Shopify Payments for the United States
This guide will walk you through activating 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.
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
- From your Shopify admin, go to Settings > Payments.
- 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.
- Click Submit details from the Complete account setup page to set up Shopify Payments for your store.
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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.
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Complete the fields under Business details and Business Address, and include the following information:
| Required information | Description |
|---|---|
| Registered business name | Enter the selling entity's name provided by your Reach representative. |
| 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. |
| Business address | Enter the selling entity's address provided by your Reach representative. |
- Click Next.
- Complete the fields under Industry type and Details in customer bank statement, and include the following information:
| 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. |
| Phone number | Enter your store or customer service phone number. |
- Click Next.
- Complete the fields under Account representative 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. | Select this checkbox. When you select this checkbox, the Equity field appears. |
| Equity | Enter the percent of equity owned by the account representative provided by your Reach representative. |
| This person is an executive in the company. | 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. |
| 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. |
| Residential address | Enter the residential address provided by your Reach representative. The selling entity’s country determines the required fields. |
- If Equity ownership is less than 100%, click Add another equity owner.
- Complete the fields for the second equity owner and click Save.
| Required information | Description |
|---|---|
| First name and Last name | Enter the name of the account representative provided by your Reach representative. |
| Equity | Enter the percent of equity owned by the account representative provided by your Reach representative. |
| This person is an executive in the company | Select this checkbox. |
| This person is on the company’s board of directors | 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. |
| Enter the account representative's email address provided by your Reach representative. | |
| Residential address | Enter the residential address provided by your Reach representative. The selling entity’s country determines the required fields. |
- If Equity ownership shows You have reached 100% equity, click Next.
- Review your changes and click Confirm.
- Click Submit for verification.
- Click Review terms to review the terms and conditions, and click Agree. See Terms and conditions for more information.
- Click Submit for verification.
Updated 3 days ago