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

Upon receipt of the request, the proposal will be sent for e-signature using the provided email address and phone number, and is processed and sent the same day, including weekends.

IMPORTANT: The sales representative will be CC’d on the proposal using their work email and will be able to view the proposal and track all status updates

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:

• An owner of the business (25% or more ownership)

• 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 the signer's driver’s license

• A voided business check, if available

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

IMPORTANT: The signer does not need to be the business owner; however, the signer must provide complete information for all individuals who own 25% or more of the business, including full name, SSN, date of birth, residential address, and phone number.

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

IMPORTANT: 0–2 business days for underwriting approval, then 4–7 business days for hardware to be ordered, shipped, and delivered.