Information to Have on Hand

It’s helpful if you have the following information handy when you talk to a Merchant Sales Consultant:

  • Current merchant statements. If you currently have a merchant processing account with another provider, 3 months of your most recent statements.
  • Business information. Tax identification numbers, IRS legal filing name, date business established, business license, and articles of incorporation (if applicable). For non-profit organizations: 501 (C)(3) documents and articles of incorporation
  • Business owner or officer information. Business address, telephone numbers, email address, Social Security numbers for owner(s).
  • Account information. Business checking account number and routing number.
  • Sales information. Estimated annual credit and debit card processing volume.
  • Internet business. Website URL.

Call us for a quote at 1-866-380-9828, Monday – Friday, 6 am – 6 pm Pacific Time.

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