There are three types of account:

• Merchant
• Partner
• Primary

All account types represent a single legal entity, but can support multiple bank accounts and users with their own login credentials and permissions.

Check which type of account best fits your company:

Test accounts

You may want to start with a test account. This is a free account where you can build and test your integration, explore payment features, and process test transactions. You can then create a live account and onboard to start processing real payments.

To create a free test account:

• Fill out the signup form .
• Sign in to your test dashboard using the security code we email you.

Live accounts

To create and onboard a live account and start processing real payments, follow these steps:

1. Fill out the relevant signup form:

   • Merchant: Live form / Test form
   • Partner/primary: Live form / Test form

   You receive an email containing your security code.

2. Use your security code to sign in to your account:

   • Live account
   • Test account

3. Live accounts open by default to the onboarding steps page. You can navigate away from this page, and return to it via the button under Alert.

4. For partner/primary accounts, an account manager contacts you to confirm the appropriate account structure for your needs, and guide you through the onboarding process.

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