Overview

Introduction

Setting up your account involves verifying your identity, connecting a payout method, and providing tax details. This guide will walk you through each step so your account is ready for live transactions.

Creating Your Account

Sign-up Process

1. Go to the Sign-up page.

2. Enter your email address and full name.

3. Choose a secure password.

Account Verification

You’ll receive a confirmation email. Click Verify Email to activate your account.

Choose a strong password with at least:

• 8 characters

• 1 uppercase letter

• 1 number

• 1 special symbol

Upload a government-issued ID (passport, driver’s license, or national ID).

If you’re registering as a company, you’ll need:

• Certificate of incorporation

• Proof of registered address

• Authorized representative details

Payment & Banking Details

Adding a Bank Account

{
  "bank_account": {
    "account_holder_name": "Jane Doe",
    "account_number": "****5758",
    "routing_number": "110000000",
    "currency": "USD"
  }
}

{
  "bank_account": {
    "account_holder_name": "Jane Doe",
    "account_number": "****5758",
    "routing_number": "110000000",
    "currency": "USD"
  }
}

{
  "bank_account": {
    "account_holder_name": "Jane Doe",
    "account_number": "****5758",
    "routing_number": "110000000",
    "currency": "USD"
  }
}

You can choose one of the following:

• Bank Transfer (ACH/SEPA)

• PayPal

• Wire Transfer

Supported Currencies

Tax Information

If you’re in a VAT or GST region, you’ll need to provide:

• VAT ID (for businesses in EU)

• GST Number (for businesses in Canada, Australia, etc.)

For US businesses, you may need to submit:

• W-9 Form (domestic)

• W-8BEN Form (foreign entities)

You can download reports under Settings → Taxes → Reports.

Security Setup

Two-Factor Authentication

1. Go to Settings → Security.

2. Enable Two-Factor Authentication (2FA).

3. Use an authenticator app (Google Authenticator, Authy).

Setting Up Recovery Options

• Add a recovery email.

• Download backup codes in case you lose access to your 2FA device.

You can view and revoke active sessions from the Security dashboard.

Notifications & Preferences

Customize email preferences:

• Payout confirmations

• Failed payments

• Subscription cancellations

You can also configure webhooks for automated notifications:

curl -X POST https://api.yourapp.com/v1/webhooks \
-H "Authorization: Bearer sk_test_123" \
-d '{
  "url": "https://example.com/webhooks",
  "events": ["payout.created", "payment.failed"]
}'

curl -X POST https://api.yourapp.com/v1/webhooks \
-H "Authorization: Bearer sk_test_123" \
-d '{
  "url": "https://example.com/webhooks",
  "events": ["payout.created", "payment.failed"]
}'

curl -X POST https://api.yourapp.com/v1/webhooks \
-H "Authorization: Bearer sk_test_123" \
-d '{
  "url": "https://example.com/webhooks",
  "events": ["payout.created", "payment.failed"]
}'

Decide which alerts are sent to which team members.

Reviewing Your Setup

Checklist for a Complete Account

• Email verified

• Identity documents uploaded

• Bank account connected

• Tax information provided

• 2FA enabled

Testing in Sandbox Mode

Switch to Sandbox mode to test transactions before going live.