Overview
Before a business can begin processing orders and accepting bank deposits, a merchant account must be provisioned by Boulevard. Once an application for a new merchant account is submitted, approval generally takes 2-3 business days. Approval times can vary and it is best to submit further in advance when possible. Information needed for the application includes:
- Incorporation details
- Type (LLC, S-Corp, DBA, etc.)
- Legal name
- Tax ID
- Address and contact details (where their 1099-k's will be sent)
- Owner's details
- Name, DOB, SSN
- Address and contact details
- Business's bank ACH and account numbers
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- Bank account information can be entered in manually or verified directly using our built in Plaid Integration
IMPORTANT: Before multiple merchant accounts can be added, the feature must be enabled. Head to Manage > Details > Scroll to the bottom of the page and check the box "Enable Staff Merchant Accounts".
Submitting A New Merchant Account (Business Account)
- Click the Business Settings (gear icon) at the top right
- Select Payment Processing in the menu on the left
- Click the blue New Merchant button in the top right corner
- Carefully go through each step to enter and submit merchant details
- Please inform Boulevard Support after submitting merchant details so that your application for a merchant account can be expedited
Submitting New Merchant Details (Staff User)
- If applying through a Business Admin account, head to Manage > Staff, visit a staff profile, then click the "Merchant Account" tab OR
- If the individual is to fill out the information on their own, they can log into the Dashboard and visit My Settings > Merchant
- Please inform your Boulevard Representative after submitting merchant details so that your application for a merchant account can be expedited.
The merchant application form will open full screen, the first option is to select incorporation details. The specific information Boulevard collects differs slightly depending on your business entity type.
If you are setting up a corporate account (such as C-Corp, or LCC) the first tab will cover Company Information and the second tab will cover Owner Information.
When entering your bank account information (account and routing numbers) you can choose to input your information manually or automatically using our integration with Plaid. Plaid is a third party service that lets you connect accounts from any US bank and instantly authenticate accounts. (Note, Boulevard still has to verify some information to activate your merchant account, but using Plaid will ensure the banking information is accurate).
When selecting Plaid a new modal will popup that explains Plaid’s terms of service.
Select your bank from the list.
Enter in your banking username and password.
Once you have have chosen the correct account the information will automatically imported into the mercenet application form.
The last step is to associate this merchant account with either a specific location or an individual staff member.
Once you finish the application you will be given the chance to review all of the information. Submitting the form will start the process of verifying your merchant account. Once an application for a new merchant account is submitted, approval generally takes 2-3 business days. Approval times can vary and it is best to submit further in advance when possible.