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Understanding onboarding statuses

What each step of your application and provider connection means.

Your dashboard shows where you are in getting ready for live payments. Common statuses include:

  • Draft: you've started your business profile.
  • Profile complete: we have what we need to find a suitable provider.
  • Needs review: your business type requires an internal policy review before we can proceed.
  • Application started / submitted, you're in, or have finished, the provider's onboarding.
  • More information required: the provider needs additional details from you.
  • Under review: the provider is reviewing your application.
  • Approved: the provider has enabled your account for payments.
  • Rejected: the provider declined the application.
  • Restricted: the provider has limited some capabilities, often pending information.