Verify Your Webconnex Payment Processor
Trey avatar
Written by Trey
Updated over a week ago

Click on the Main Menu gear icon, then Payment Processor in the dropdown menu.

Click the red "Account Verification Needed" button to start your account verification.

There are three options for verification: Business, Organization (Non-profit), or Sole Proprietor. Select the option that best describes you.

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If a Business:

Step 1: Provide your Legal Form, Merchant Category, answer the countries question, then enter your EIN (Employer Identification Number).

Step 2: Please confirm all information about your organization. Note that the information provided in this step needs to match your organization's listing with your taxing authority.

Step 3: Tell us about you. This step is used to confirm you are authorized to act on behalf of the organization.

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If an Organization (Non-profit):

Step 1: Provide your Legal Form, Organization Category, and EIN (Employer Identification Number).

Step 2: Please confirm all information about your organization. Note that the information provided in this step needs to match your organization's listing with your taxing authority.

Step 3: Tell us about you. This information is used to confirm you are authorized to act on behalf of the organization.

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If a Sole Proprietor:

Step 1: Provide your category of use, then enter your EIN (Employer Identification Number) if applicable.

Step 2: Tell us about you. This information is used to confirm you are authorized to act on behalf of the organization.

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Upon clicking the Complete Verification button, the red "Account Verification Needed" button should disappear from your listed Payment Processors.

This means you're fully verified and ready to go!

FAQs

Why do I need to provide a Social Security Number to verify my account?

WePay uses your full social security number as part of its identity verification program. WePay verifies the identity of each user of the WePay service in order to manage risk and to comply with anti-money laundering laws. You can read more about it here.

I've already done this, why is it asking me to do it again?

There are a few possible reasons an account can go into an unverified status after verification information has already been provided.

  1. A deposit attempt failed, and WePay is requesting confirmation of your banking information.

  2. Additional documentation is required to verify the information that was already provided.
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    In either case, you'll want to log in to your online WePay account here.
    There will be a blue banner at the top of the screen with instructions on what is needed to complete account verification.

For more detailed information about using Webconnex Payments (WePay), check out this help article.

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