Rate Tracker Payments Onboarding Checklist
Thank You For Choosing Rate Tracker Payments! Please fill out the fields below with your information as much as you can.
After we receive your information, we will be sending you a New Merchant Account Application for E-Signature.
If you have any questions, please email
[email protected]
and Chris will be happy to assist you.
Your Name
Your Mobile Phone
Your Best Email
Your DBA Address
Your DBA Name, City, State, & Zip
Your Business’s Website
Your Business’s Legal Address
What Product/Service Do You Provide?
Business Type? (LLC, S-Corp, etc.)
When and in what U.S. State Did You Open Your Business?
What is your Federal Tax ID?
What % of Your Sales Are Swiped/Inserted?
What % of Your Sales Are Keyed In Manually?
Do you take E-Commerce Payments?
Visa/MC/Discover Monthly Sales Volume?
Visa/MC/Discover Average Ticket?
What's The Largest Sale You'll Run?
American Express Monthly Sales Volume?
American Express Average Ticket?
Signor's Full Legal Name and Title?
Signor's Ownership %
Signor's Cell Phone Number?
Signor's Full Home Address?
Signor's Social Security Number?
Signor's Date of Birth?
Who Brought You To Rate Tracker Payments?
Submit My Info!
Your Information will be held confidential and is solely used to help you gain approval on a Direct Merchant Account in accordance with the Know Your Customer Act.
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