Submitting Signature

The Signature Submission step is a crucial part of the merchant onboarding process in the Partner Portal. This step ensures that all necessary contacts and authorized signers are recorded for compliance and verification purposes.

1

Accessing the Signature Submission Page

• Navigate to the Partner Portal.

• Select Signatures from the top navigation menu.

• The Signature Submission page will be displayed, allowing you to add a new contact.

2

Adding a New Contact

To add a new contact, follow these steps:

• Enter Personal Details:

  • First Name

  • Last Name

  • Date of Birth

  • Social Security Number (SSN) (if applicable)

• Select Contact Type:

  • Signer (Must be an individual with control of the business)

  • Owner

  • General Contact

• Provide Contact Information:

  • Email Address

  • Phone Number

  • Fax (optional)

• Enter Address Details:

  • Home Address

  • City

  • State

  • Zip Code

  • Country

• Select Representation for Contact:

  • Compass User

  • Primary Contact

• Additional Information:

  • Title

  • Country of Citizenship

3

Saving Contact Information

Once all required fields are completed:

• Review the entered information for accuracy.

• Click Save & Add Contact to submit the details.