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How to prepare for a payment provider review

Organize your business information before applying for a payment account.

Check your business details

Compare the legal name and address in your application with your formation documents and any other records the provider asks you to supply. Resolve differences before submitting the application.

Explain what customers are buying

Review your website from a customer’s perspective. Make your products or services, pricing, delivery terms, contact details and applicable refund policy easy to find.

Keep supporting records handy

Organize your formation documents and records that explain your business activity. If the provider asks for further information, reply through its official dashboard and provide the specific records requested.

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