Onboarding

Learn how to onboard your sellers and service providers.


To begin processing payments, your sellers need to go through the Onboarding Process.

Onboarding includes collecting information about your sellers (commonly called Know Your Customer or Know Your Business processes), ensuring sellers agree to the Finix Terms of Service, and successfully verifying them.

Finix offers two ways to onboard your sellers:

Onboarding Process

Whether you build your own onboarding experience or use Finix's Hosted Onboarding solution, it's necessary and helpful to understand the key steps and resources used for the Onboarding Process.

White Label Dashboards

Finix offers white label dashboards that enables you to provide your sellers a payments dashboard that has your logo and choice of colors, no coding required.