For part one of the Ascend Pay Setup and details on the documents you'll need to move forward, please click here.

Fill out your Legal Entity Details

Log into Ascend HQ. Navigate to Settings > Integrations > Payment Integrators and select Ascend Pay from the drop down menu.

1. Enter your Legal Entity Details. 
2. Check the box to agree to the Merchant Agreement.
3. Wait a few minutes for account authorization. 

Register locations

Once your Legal Entity Details have been authorized, it's time to add a location! 

Add a Location

1. Scroll down from Legal Entity Details on Ascend HQ.
2. Expand the Locations menu.
   1. Find your desired location. 
   2. Click the Add Location to the right of the desired location.

Fill in the Location Account Details

1. Fill in the Account Number, Routing Number, and Account Type for the bank account you wish to use for this location.
2. Shopper Statement is how you'd like Ascend Pay to refer to this location.
   1. This is the business name that will appear on the consumer bank statements for payments taken at this location. 
   2. Shopper Statement can be a maximum of 22 characters long (including spaces).
   3. Changes to this field after submitting will require assistance from the support team.
3. Click Submit.

Payment Methods

1. After your location has been successfully added, eligible payment methods will automatically be added to your location.
   1. Click the info icon in the Payment Method column to view available methods and current status.
   2. If you'd like to remove a payment method, please email support@ascendrms.com for assistance.

Complete Onboarding 

Click the Complete Onboarding button beneath the list of Locations

• This will open a new tab where you have to fill out the information below.
• Note:
  • Have the documents mentioned in this article ready at this time.
  • After submitting each section below, they may stay In review for 1-2 business days before being Verified.  
    • Only add one Payout Details to start. Wait for verification. Adding more before verification will result in errors.

Company Details 

1. Click Company Details near the top of the new tab.
2. Fill out each of the following.  When done with each step, click Next on the bottom right of the page.
   1. Name and Country
   2. Company structure
   3. Registration details
   4. Address
   5. Registration documents may be required
      • US: Certificate of Existence or Certificate of Good Standing.
      • Canada: Certificate of Incorporation.
3. Review the Summary section.  If everything looks good, click Submit.

Decision-makers

1. Click Decision-makers (button underneath Company Details on the Overview page).
2. Click + Add decision-maker.
   1. Have your birthdate and your Identification Number ready!
   2. You must fill out ALL of the following roles:
      1. Owner
      2. Controlling Person
      3. Signatory
   3. Canada and Australia will also need to fill out Director.

3. Fill out fields according to the definitions found here.
4. For each role, click Next
5. Fill out your Address and click Next.
6. After ensuring all of the information is correct in the Summary section, click Submit.

Payout Details

1. Find Payout details near the middle of the page.
2. The bank account associated to your location on Ascend HQ will automatically display.
   1. Click into the  Payout Details of the existing account.
   2. Click Next.
   3. Select Bank Statement from the drop down menu.
   4. Drag a JPG, JPEG, PNG, or PDF of your bank statement to the box as instructed (see image to the right).
   5. Click Next.
   6. Review the Summary and click Submit.

Review and sign the official documentation

1. To finalize your account registration, sign both the Services Agreement and the PCI DSS Questionnaire on the bottom of the page.
   1.  Reminder:  Wait 1-2 business days for processing. Sections will change from In Review to Verified upon successful processing.
   2.  Once verified, log into Ascend HQ. 
      1. Current status under Payment Integrators > Ascend Pay will show as Fully Registered. 

Ascend Pay location statuses

Add additional locations

A single, fully-registered location is required before adding additional Ascend Pay retail locations. 

Once one is added, follow the steps within the Register locations and Payout Details sections above as many times as necessary to start using Ascend Pay at all of your locations!

Next steps

Need credit card terminals?  Get them here. 

You've got the terminals and need to install them?  Check this out! 

KB24-004