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Home / Clear Overview / Platform Sign Up

 

Platform Sign Up

 

In This Section
  • Review Supported Platforms
  • Sign Up
  • Confirm Email Address
  • Generate App Tokens
  • Live Vs. Test
  • Submit Personal and Business Details
  • Add Bank Account

This page will guide you through the set-up process for the Partner Center. You’ll register for an account, create and grab necessary credentials, and set your bank account up for payouts. Once you’re done, you can move on to the API Basics page.


Review Supported Platforms

 

Before getting started, verify that your platform type is supported* by WePay:

  1. Small-Medium Business (SMB)
  2. E-commerce
  3. Point of Sale

*Note:

WePay does not support platforms whose primary user base consists of merchants participating in any of the prohibited activities per WePay’s US merchant Terms of Service and CA merchant Terms of Service.

Click to view all prohibited activities Note: Merchants in the United States from this list and merchants in Canada from this list cannot process with WePay, and thus must not be onboarded.

Category Activities
Adult Adult sites, content, sexual services, child pornography, bestiality, escort services, mail order brides
Dating services
Massage parlors
Aggregation Payment facilitator to other merchants
Auctions Internet auction, bidding fee auction, penny auction
Cash, stored value, virtual currency Cash or cash equivalent, purchase of gold, silver, platinum, palladium, bullion and/or bars (collectibles are not prohibited)
Cash disbursement
Digital Wallet, stored value, prepaid companies, prepaid phone cards or phone services, sale of mobile minutes, or quasi cash
Virtual currency or credits that can be monetized, re-sold or converted to physical or digital goods or services or otherwise exit the virtual world
Debt Bail bond services or bankruptcy lawyers
Credit counseling or repair services; debt elimination, consolidation or reduction services; factoring or liquidators
Damages, losses, penalties, or fines of any kind; alimony, child support, or other court-ordered payments
Debt collection; payment for a dishonored check or for an item deemed uncollectible by another merchant
High interest rate non-bank consumer lending, including payday lending and title loans
Loan payments transacted on a credit card
Drug Drugs or drug paraphernalia
Marijuana dispensaries and related products or services
Peptides
Personal enhancement products or nutraceuticals - vitamins, supplements, herbals, weight loss programs
Pharmaceuticals, internet pharmacies
Pseudo pharmaceuticals
Education For profit higher education
Electric car charging Electric car charging
Financial services Banks, credit unions, savings and loan associates, unit trusts, mutual funds, foreign exchange, Bureau de Change
Buy here, pay here (in-house financing)
Cash advances
Currency exchanges or dealers
Money transfer, wire transfers, money orders, money transmitters, and check cashing, including merchants required to be registered as money services businesses
Payable through accounts (foreign or domestic)
P2P payments
Gambling, lottery Gambling or betting, including lottery tickets, casino gaming chips, off-track betting, sports forecasting or odds making, fantasy sports, memberships on gambling-related internet sites (including unlawful Internet gambling as defined in 12 C.F.R. Section 232.2(bb)) and wagers at races, contests, sweepstakes, raffles, and offering prizes as an inducement to purchase goods or services
Government Postal Services
High Risk Astrology and related prediction or forecasting services
Brand damaging
Career placement or advice center merchants
Cyberlockers, file sharing, file storage
Delayed delivery merchants where the good or service is not shipped, delivered, or fulfilled when the card transaction is processed but is to occur at a future date
International card sales greater than 20% of total sales
Lifetime guarantee
Merchants who are known to test or conduct research on animals
Merchants who are known to have labor/working condition issues
Merchants who are involved in developments that involve land acquisition and involuntary resettlement
Merchants who are known to have experienced material community issues (e.g., demonstrations, blockades, security threats)
Merchants whose proceeds may have the potential to impact indigenous peoples
Merchants who have been subject to allegation and impacts related to human rights violations
Money back guarantees exceeding 30 days
Motor vehicle sales
Online help for classes, homework or assignments
Online personal computer technical support
Pawn shop
Private prison operators
Psychic services
Sale of airline, hotel, rental, or other miles or points
Sale of products or services identified by government agencies to have a high likelihood of being fraudulent
Sale of social media activity
Sale or exchange of animals and regulated items such as animal pelts
Shipping or forwarding brokers
Illegal Counterfeit or possibly counterfeit goods, or products that infringe on the intellectual property rights of others
Deceptive, unfair, or predatory practices
Forced child labor/human trafficking, slavery
Hate, violence, racial intolerance, terrorism, the financial exploitation of a crime, or items or activities that encourage, promote, facilitate, or instruct others regarding the same
Unlawful activities, illegal substances or products, or items that encourage, promote, facilitate, or instruct others regarding the same
Investment, real estate Commodity trading or security trading; equities (including stocks, bonds, or any other ownership position in a corporation)
Crowdsourced fundraising for stock or equity
Distressed property sales and marketing; real estate flipping
Goods or services to be delivered more than four (4) months in the future, with an intention of gaining return on investment
Mortgage accelerator processors
Timeshares, timeshare resales, and related marketing
Marketing Buyers clubs, membership clubs
Direct marketing - inbound telemarketing
Direct marketing - negative option, renewal, or continuity subscription practices
Direct marketing - travel-related arrangement services
Discount coupon merchants or online sites
Discount medical or dental plans, including discount insurance
Door to door sales
Infomercial merchants
Lead generation businesses
Lifetime payments for timeshares, guarantees, and the like
Marketing activities involving "pay only for shipping" and/or "free trial" periods
Outbound telemarketers and telecom merchants
Rebate or upsell merchants
Militia Cross border military related goods
Militia, armed groups or armed gangs
Political parties Consulates, embassies, missions to the United Nations
Political organizations
Regulated Age restricted products or services, such as alcohol
Firearms, including ammunition
Hookah
Other weapons that are not related to firearms
Tobacco, cigarettes, e-cigarettes
Telecomm Telecommunications, including wireless, cable, satellite, wireline, and ISP
Travel Airlines, including charter air carriers
Steamships and Cruise lines
Travel agencies or tour operators
Travel industry, including car rental and lodging

Sign Up

 

Start by heading over to partner.wepay.com, if you haven’t already.

We recommend using an aliased email address to sign up (so, something like payments@your-company.com) as this allows for multiple people to access your company’s account, instead of tying it to a single person’s login. Another benefit is that the person responsible for filling in Know Your Customer (KYC) details can do so at a later time while you onboard to the API and begin making calls.

If you’re simply testing the API, it’s fine to use your own email address, and create a separate account using an alias at a later time.


Confirm Email Address

 

Make sure to confirm your email address once you’ve finished signing up for an account. If you haven’t, be sure to visit here, and click the banner to resend the confirmation email.

A banner reminding you to confirm your email


Generate App Tokens

 

Before you can make an API call, you’ll need to grab your App ID, API version, and App Token. You’ll need to generate an App Token through the partner center. Simply click “Create Token”, enter a unique name, and hit save.

Note that the Legal Entity and Account IDs displayed with your API credentials are specific to your platform; each merchant will require their own Legal Entity and Account.

You can generate up to 3 tokens. As an example for using multiple tokens, you can think of each as a way to logically separate different components of your system which may interface with different parts of the Clear API. For example, you could have one service that exclusively deals with payment processing, which would have its own token that is revocable at any time. It’s not mandatory to generate more than 1 token.


Live Vs. Test

 

When you finish signing up for an account, you’ll begin in the test environment. All of these credentials will let you interface with https://stage-api.wepay.com. The test environment is intended for your testing and prototyping. When you are ready to launch, you can begin the process of certification to move towards Live in the dashboard.

As using Live credentials executes actual money movement, we do not allow any account to move to Live until they have passed certification. We define certification throughout the basic integration process. In addition, WePay requires you to submit personal and business details before you can access Live.


Submit Personal and Business Details

 

To submit personal and business details, first navigate to the Live tab and click the blue button to update your personal information:

Live Tab

Next, identify the country your business is located in:

Entity Type

Then, identify the entity type of your application:

Entity Type

If your application is a business, specify whether your business is a corporation, LLC, or partnership. If your application is a nonprofit, specify whether your nonprofit is a nonprofit corporation or an unincorporated association.

Identify your application’s industry category and type to help WePay identify an appropriate merchant category code for your account.

Next, fill in your application’s business details:

Business Details

Next, supply personal details for a controller of your application’s business:

Controller Details

A controller is a single individual with significant responsibility to control, manage, or direct a legal entity customer, including an executive officer or senior manager (e.g., a Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, or Treasurer); or any other individual who regularly performs similar functions (i.e., the control prong). This list of positions is illustrative, not exclusive, as there is significant diversity in how legal entities are structured.

Last, supply the personal details for everyone who owns 25% or more of your application’s business:

Add business owner

Business owner details

WePay will verify your information once submitted, typically within 2 business days.


Add Bank Account

 

Once you’ve confirmed your account, generated an app token, and submitted all business and personal details, you can add a bank account to receive payouts. As a reminder, you need to fill out KYC information to receive payouts.

Usually, a Controller, VP level, or C-level person is responsible for filling this information by navigating to the Payouts section of the WePay application dashboard and clicking “Add”:

Add bank

If your business is based in Canada, please reach out to your account manager or integration team in order to access the Canadian bank form.

Have your bank account direct deposit routing and account numbers handy:

Add bank step 2

Tell us how often you would like to receive payouts by using the “period” drop down.

While this step isn’t necessary to do before making API calls, it’s a one-time set up, and lets you receive payouts daily (midnight settlement), weekly (every Monday), or monthly (first of the month). If these days are a bank holiday, it’ll be the next day.


Next Up: API Basics

Get familiar with API Basics, where you will get your systems and application ready to begin using WePay’s Clear solution.

  • Construct an API request
  • Familiarize yourself with API errors
  • Learn about how WePay handles idempotency

 

API Basics

 


Questions? Need help? Visit our support page!

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