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Business Track Online Account Management — How to Enroll

Getting started is easy

Follow these simple steps to enroll:
  1. Log on to
  2. Click "Enroll"
  3. Click "Begin enrollment"
  4. Completely fill out the form, including:
    1. Your Merchant ID (for which you are requesting online reporting access)
    2. Business Checking Account (checking account in which we deposit your payment transactions’ funds)*
    3. Tax ID (as recorded with Wells Fargo Merchant Services)*

      * The business checking account and tax ID numbers used to enroll for Business Track access must match the numbers on records with Wells Fargo Merchant Services. If they have changed, please contact us at 1-800-451-5817, 24/7, to update your information before you enroll.
  5. Click "Next"
  6. Select the applications in which you’d like to enroll. Choose:
    1. ClientLine reporting. No set up fee, no monthly fee.
    2. Dispute Manager. Gives you the ability to manage card disputes quickly and efficiently online.
    3. Payments Tax Manager. Review your merchant account IRS reporting status.
  7. Click "Next"

What happens after I sign up?

Congratulations! You are only a few clicks away from enjoying the ease, convenience and benefits of Business Track online account management.

Within 1-5 business days and once your information has been validated, you will receive an email confirming next steps to complete your enrollment. Simply follow the instructions provided.

How can we help?

For technical assistance during enrollment for Business Track access please call 1-800-285-3978, option 2, Monday through Friday, 8:00 am to 10:00 pm Eastern Time.

For general questions regarding applications such as ClientLine online reporting and Dispute Manager, please call us at 1-800-451-5817, 24/7.