Link Legal Entity

Depending on account configuration, Providers may associate multiple Merchants with a single EIN. This is particularly useful for Fiscal Sponsors who allow for sponsored projects to fundraise under their 501(c)(3) but may also be used by businesses with multiple brands under a single legal entity. Follow these steps during the onboarding of your Merchants or sponsored projects:

1. Click Merchants in the main menu.
2. Click the Create Merchant button near the top right corner.
3. A side panel will open on the right. Fill out the required information and under Business Profile select Link to an Existing Profile. Search and select the desired business profile and click Save.
4. Click Create to finalize.

Note: For an existing Business Profile to be linked to a new merchant, that Business Profile must be fully approved and underwritten.