You must have Financial Admin - Full Access to apply for SE Payments credit card processing.
Before beginning to apply for SE Payments, you will need to have/know the following:
Your business type,
Your Social Security Number*,
A copy of your government-issued photo ID*,
Tax ID,
Bank account information (routing and account numbers).
*Your Social Security # and image of a government-issued ID will be needed to verify your identity and comply with the US Patriot Act. This information is only needed for the one-time settings update process. It will not be permanently stored or tied to your organization's payment processing settings for additional administrators to view.
In the side menu, click SE Payments Setup.
Read through the steps and click Begin.
Choose your organization type, the type of processing to enable, and your country.
Click Next.
Read through and accept the Terms of Service.
Click Next.
Enter your personal information.
You will need to enter your social security number and upload a copy of your government-issued ID, tax ID, and bank account information.
Click Next.
The underwriting team will review your SE Payments application. Approval usually comes in 2-3 business days, when you can begin taking payments. In rare cases, you will be notified via email if more information is needed.
Once approval is complete, menu options to update payment settings and view transactions and payout batches under the Business Tools tab.