This is your one stop for easy answers and quick links, so you can start using your new account to optimize your cash flow.


Everything You Need to Get Started

Over the next few days, you'll receive emails with all of your account details. And, if you ordered equipment you'll also receive everything you need to start processing payments, including your:

  • Terminal and any other equipment you’ve ordered–all programmed and ready to go.
  • Receipt paper starter kit, so you can start accepting payments right away.
  • VAR sheet to help you get started with gateways other than CardConnect and


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Meet Your Client Engagement Specialists

Expert advice and support come with your account. If your sales advisor has not already made your appointment with your Client Engagement Specialist, schedule a 30-minute call to get to know your team and everything they can help you with.

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Start Using Your Account

Whether you want to set up your equipment or gateway on your own, or would like us to walk you through it, we're here to help. Just check our FAQs for setup instructions for your type of equipment, or contact us.

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Enroll in Business Track

Manage and analyze every aspect of the payments process in Business Track, the complementary dashboard you'll use to manage accounts, view statements, respond to chargebacks and more.

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Get Started with PCI-DSS Compliance

As a business that processes card payments, you're required to comply with the Payment Card Industry Data Security Standard (PCI-DSS). These standards are continually updated to address threats to card security and provide guidelines that protect your business and clients. To get started, fill out your PCI Self-Assessment Questionnaire (SAQ) through Clover® Security and submit it within 60 days.

Frequently Asked Questions

  • Your Merchant Processing Agreement
  • Account Terms and Conditions
  • An Interchange Qualification Schedule
  • If you expect equipment, you’ll receive a tracking number for delivery that will be sent 3-5 business days from account opening.

If you've already received your terminal, you're ready to accept payments. Your terminal has been programmed to work right out of the box. For more details and information, visit terminal set up details or schedule an appointment to meet with a team member.

If you've chosen a Clover device, check your email for Online Dashboard setup instructions, and your initial username and password. Once you plug in your Clover device, you'll also receive an activation code. For more details and information, visit Clover set up details or schedule an appointment to meet with a team member.

If you've chosen a CardConnect or gateway, you should receive an email with your registration information. If you need help, we're happy to walk you through the setup. To meet with a team member schedule an appointment.

To get started, refer to your VAR sheet for information you'll need to set up your gateway. If you need a VAR Sheet, contact us.

There are a number of ways to contact us, so you always can access the assistance you need anytime.

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