Skip to main content
All CollectionsCustomer OrderingNew Customer Setup
I’m ready to make my first purchase. What information do I need?
I’m ready to make my first purchase. What information do I need?
Charlie Cafazza avatar
Written by Charlie Cafazza
Updated over a week ago

You only need a valid, US-issued credit card and your applicant’s email address. Gone are the days of printing forms and disclosures for your applicant to sign and fill out. Let us handle the administration and compliance!

If you need Employment Verifications, please have your FEIN, Ticker Symbol (if a publicly traded company), or one of the following if you are a Non-Profit or Private Company:

a) State or County business license;

b) Trade name registration or DBA;

c) Articles of incorporation or partnership agreement;

d) Certificate of good standing;

e) Sales & use tax permit or exempt certificate.

For existing customers, please navigate to Settings -->Company-->Update

Did this answer your question?