First, you should have set up Remote Payment. The article below can help you do this. How to setup Your Remote Payment app

Step 1: You will need to add Beneficial Owners. Please go to the Beneficial Owners Section. Click I HAVE BENEFICIAL OWNERS then Add Beneficial Owners Button.

If your business is exempt or if there is no individual with at least 25% ownership, you can go straight to certifying that there is no beneficial owner.

Step 2: After adding Beneficial Owners, you will need to upload the necessary documents. Please go to the Documents Section. Then, you should upload any document from the Business Section and any document from the Business Controller Section.

Step 3: Finally, you can click Link New Bank Account Button and if you agree, confirm Plaid End User Privacy Policy click the Continue button. Then, you should select your bank and enter your bank account information.


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