Complete your business profile
1 min read · Updated Jun 2026
The business onboarding wizard walks you through company details, online presence, associated people, tax & currency, a payment method, and business verification — seven short steps, saved as you go.
To get fully set up, complete your business profile in the onboarding wizard ("Complete your business profile"). It’s seven short steps, and your progress is saved as you go.
The seven steps
- Company details — name, logo, industry, and addresses.
- Online presence — your website and the services you offer.
- Associated people — your main contact, control person, and beneficial owners.
- Tax & currency — tax ID / registration number and your billing currency.
- Payment method — add a card or bank account (you can skip and add it later).
- Onboarding summary — review everything in one place.
- Business verification — complete the KYB check that unlocks payments.
Note: You can leave and resume the wizard anytime. The Associated people step matters for verification — list every beneficial owner with 25% or more ownership.
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Last updated: Jun 2026