Setting Up Online Payments

Set up online payments for your investors in 3 steps

Set up an online payment profile through our online payments system to accept investments made through credit card payments. US companies can use ACH payments, and Canadian companies can use ACSS payments.

Speak with your account manager, who will direct you to the setup page, which requires three steps: 

  1. Enter your company's address
  2. Enter the personal details of the individual authorized to sign for your company
  3. Enter your company's Tax Identification Number (TIN) for business verification. US companies can learn about applying for a TIN here, and Canadian entities can learn about applying for a TIN here