Account Onboarding

Account Onboarding

Each new account requires a signed proposal before it can be submitted. The proposal includes a detailed breakdown of the hardware, accessories, software, and any applicable pricing or payment terms as well as the Merchant Processing Agreement (MPA). Proposals may be signed either physically (wet signature) or digitally. A digital signature is required for any payments such as installation fees or BOGO programs. The steps to board a new account are outlined below.

Step 1: Create the Proposal

To create a new proposal, email hello@atlaspayments.co with the following details.

• Hardware selections.

• Software and accessories.

• Applicable payment terms (such as install fees or monthly installments).

• The merchant's email address and phone number for delivery of the proposal.

NOTE: Once received, the proposal will be created and sent for e-signature the same day, including weekends.

Step 2: Collect Required Signature & Documents

To successfully board an account, the proposal must be signed by an authorized individual. The primary signer must be either:

• The or an owner of the business.

• An authorized person who can sign on behalf of the business (e.g., secretary, president, or COO).

The signer is required to provide the following:

• Bank account details for deposits.

• A photo of their driver’s license.

• A voided business check, if available.

• Ownership information for all individuals who own more than 25% of the business.

NOTE: The signer doesn't have to be the business owner. However the signer must provide the above information.

Step 3: Underwriting & Implementation

Once the proposal is fully signed and all required information is submitted, the account will be sent to underwriting for review. After approval:

• Hardware and accessories can be ordered.

• The implementation and installation process can begin.

Timeline: 0–2 business days for underwriting approval, then 1–3 business days for hardware to be ordered, shipped, and delivered.