Link Primary Account Holder

Depending on account configuration, Providers may associate multiple Merchants with a single Primary Account Holder. 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 Primary Account Holder select Assign To Me. Then click Add to proceed.
4. Click Create to finalize.

Note: This assumes the person who is intended to be the Primary Account Holder is managing the Merchant creation.

Note: For an existing Primary Account Holder to be linked to a new merchant, that Primary Account Holder must be fully approved and underwritten.