Platform Sign Up
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.
Before getting started, verify that your platform type is supported* by WePay:
- Small-Medium Business (SMB)
- Point of Sale
WePay does not support platforms whose primary user base consists of merchants participating in any of the prohibited activities per WePay’s merchant Terms of Service.
Click to view all prohibited activities
|Adult||Adult sites, content, sexual services, child pornography, bestiality, escort services, mail order brides|
|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)|
|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|
|Personal enhancement products or nutraceuticals - vitamins, supplements, herbals, weight loss programs|
|Pharmaceuticals, internet pharmacies|
|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)|
|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)|
|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|
|High Risk||Astrology and related prediction or forecasting services|
|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|
|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|
|Private prison operators|
|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|
|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|
|Regulated||Age restricted products or services, such as alcohol|
|Firearms, including ammunition|
|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|
Start by heading to partner.wepay.com, if you haven’t already.
We recommend using an aliased email address to sign up (so, something like firstname.lastname@example.org) 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.
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.
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.
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.
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.
If your application’s business is based in the United States, then fill out the default forms when you login to the WePay partner center. If your application’s business is based in Canada, please work with your sales integration team to be sure that you have access to the proper forms. Canadian forms are expected to be generally available Q2 2020.
To submit personal and business details, first navigate to the Live tab and click the blue button to update your personal information:
Next, identify the entity type of your application:
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:
Next, supply personal details for a controller of your application’s business:
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:
WePay will verify your information once submitted, typically within 2 business days.
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. Additionally, you’ll need to reach out to your account manager or integration team in order to access the bank form, which is expected to be generally available Q2 2020.
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”:
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:
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
Next, we’ll cover the basics of the API.
- Basics of making a call.
- API behaviors for success and errors.
Questions? Need help? Visit our support page!