Join the Movement

Your merchant application

Eight short sections. Complete each one, and our team takes it from there.

Business Identity

Start with your company’s legal information.

Your Name *

Your Email *

Your Phone

Your Title

Business Details

Legal Business Name *

Operating / Trade Name

Business Number / Tax ID *

Country

Street Address *

City *

Province / State *

Postal / ZIP *

Ownership & Control

Who owns and controls the business?

Beneficial Owners (25%+ ownership) *

List all individuals who own 25% or more. Include full name and ownership %.

Directors / Officers *

List names and titles of all directors and officers.

Signing Authority *

Who is authorized to sign agreements on behalf of the business?

Commercial Details

Tell us about your business activity and sales profile.

Industry / Business Type *

MCC Code

Merchant Category Code — leave blank if unknown.

Risk Category

CredX will confirm this during review.

Monthly Sales Volume (CAD) *

Approximate monthly card processing volume.

Average Transaction Amount (CAD) *

Payments Setup

Your current payment processing configuration.

Current Processor

Acquirer

Payment Gateway

Settlement Bank *

Bank where funds settle.

Settlement Cadence *

Technology Stack

Your point-of-sale, e-commerce, and customer tools.

POS Vendor *

Leave blank if you sell online only.

POS Version / Model

E-Commerce Platform *

Leave blank if you sell in person only.

Checkout System

CRM / Loyalty / Customer ID System

Data, Operations & Launch

How you handle transactions, support, and your launch plan.

Available Transaction Data Fields

What fields are in your transaction records? e.g. date, amount, location, SKU

Historical transaction data is available for import

Nothing is imported until you opt in and the Agreement is in place.

Refund Process *

Chargeback Process *

Tier 1 Support Owner

Escalation Path

Pilot Locations

Pilot Channels

Document Uploads

Upload the documents needed to complete your application.

Accepted formats: PDF, JPG, PNG. Maximum 10MB per file.

Void Cheque *
A void cheque for your settlement bank account.
Upload
Government-Issued ID *
Photo ID of the signing authority.
Upload
Incorporation Document *
Certificate of incorporation or articles of incorporation.
Upload
POS / E-Commerce Screenshot
Screenshot of your POS system or checkout flow.
Upload
Settlement Sample Report
A recent settlement or reconciliation report.
Upload

Review & Submit

Review your information before submitting.

By submitting, you confirm all information is accurate. Our operations team will review your file and reach out within one to two business days.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Welcome to the movement.

We have your application. Here is what happens next:

Our team reviews your file
Every section is checked against the documents you uploaded, usually within one to two business days.
You hear from us
If anything is missing, we reach out by email. Otherwise your file moves straight to discovery.
No second meeting needed
You have done your part. We take it from here.

Questions? Contact your CredX representative at your representative’s address.