Merchant Boarding Portal

The Worldline Merchant Boarding Portal is an easy-to-use online platform created to help you securely submit documents and keep track of your onboarding progress.

Use the login credentials provided by your dedicated Worldline Client Project Manager or your company's administrator to access the Merchant Boarding Portal.

For merchant onboarding, you may need to provide:

• Business details
• Legal information
• Banking details
• Tax identification
• Other relevant documentation

Your Worldline Client Project Manager will provide specific details and answer any questions you may have.

The duration of the onboarding process varies based on your payment products and integration details. We aim to have your account ready for production within 30 business days. Your Worldline Client Project Manager will discuss the specific timelines for your project with you.

No, there is no fee for using the Worldline Merchant Boarding Portal. Our goal is to streamline the secure exchange of documentation, making the process more efficient and user-friendly.

Yes, you can update your account or business information:

• For changes during onboarding, please inform your Worldline Client Project Manager.
• For changes after the onboarding is complete, your assigned Worldline Account Manager or Relationship Manager will assist you with the change request.

The payment products you choose are determined during initial meetings with your Worldline Business Development Manager and Solutions Consulting team. When you complete the merchant application form, you will include all the products discussed during those conversations.

If you encounter any questions or challenges during onboarding, your dedicated Worldline Client Project Manager can assist you.

1. Go to the login screen.
2. Click the "Forgot Password" button.
3. Enter your email address and submit.
4. You will receive an email with instructions.
5. Follow the instructions in the email to set your new password.

1. Log in to the portal.
2. Click the green profile icon in the top right corner.
3. Select "User Management" from the dropdown.
4. On the user screen, click "New User +."
5. Enter the teammate's information as prompted.
6. Click "Confirm."

An email notification will be sent to the new user. They should follow the instructions in the email to activate their account.

• Validate document: The document meets basic requirements, such as not being expired, being no more than 3 months old, and matching the legal entity as expected.
• Approved document: The document or details provided have been approved.
• Declined document: The document or details did not meet the requirements. Additional information will be provided by your Client Project Manager regarding what else is needed, for example, if the document is expired, too old, or doesn't match initial requirements.
• Cancel request: The document is no longer needed.

Yes, using an authenticator adds an extra layer of security to the login process.

• First-time login: The first time you log in, you will see a screen to set up your authenticator.
• Instructions: Follow the on-screen instructions to choose an app.
• Supported apps: Both Google Authenticator and Microsoft Authenticator are supported, as are other apps like Authy.

Following these steps will help ensure your account remains secure.