Add Account Holder

Create an account holder within the enterprise.

Required system privilege: Add, edit account holders and if completing the verification process, Initiate Verification.

When an account holder is added:

• The person who created the account holder becomes the owner.

• An account is automatically created for that account holder.

• If their role has the Add, edit account privilege, then they become the owner of the automatically created account and any other accounts they add. They can also grant ownership of these accounts to other users.

1. In Payment Cloud Service, click the Account Holders tab, and then click Add Account Holder.
2. Select the Merchant Profile Name to which the new account holder belongs. Verify that the details of the selected merchant profile displayed in the box apply to the account holder.

   Note:

   Make sure you select the correct merchant profile. Once the account holder is created, it can’t be changed. The validation may fail if the wrong merchant profile is selected.
3. Enter the legal business name of the account holder, email, and phone number. The legal business name appears on the credit card statements of customers.

   Note:

   The legal business name must match either the business name or the DBA name as they appear on bank account statements.
4. Select the country if available.
5. Enter one or more valid web addresses for e-commerce transactions, if applicable, and then click Add.