Stax Enrollment
This guide walks you through the Stax merchant enrollment process in Upswello.
Overview
Stax provides payment processing for Upswello shops. To accept payments, you must complete the enrollment process.
Enrollment Steps
Step 1: Business Information
Provide your business details:
- Legal business name
- DBA name (if applicable)
- Business email and phone
- Business address
- Business type and industry
ℹ️Required Fields
All business information fields are required to proceed with enrollment.
Step 2: Payment Setup
Configure your bank account for payouts:
- Bank account details
- Routing number
- Account verification
Step 3: Documents
Upload required documents:
- Business license
- Tax identification documents
- Identity verification
Step 4: Review and Submit
Review all information and submit your application for underwriting.
Enrollment Status
Track your enrollment progress in the Settings > Billing section:
- Draft - Application not yet started
- In Progress - Application being completed
- Submitted - Awaiting underwriting review
- Approved - Account active and ready to process payments
- Rejected - Application requires corrections
SSO Access
Once enrolled, you can access the Stax portal directly from Upswello using Single Sign-On (SSO).
Troubleshooting
If you encounter issues during enrollment:
- Verify all required fields are completed
- Ensure document uploads are clear and readable
- Check that business information matches your legal documents
- Contact support if problems persist
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