Required Documents
- SS-4 Form: This is the document related to your Employer Identification Number (EIN). You’ll find "SS4" indicated in the upper right-hand corner, about three lines down.
- DBA Documentation: If operating under a "Doing Business As" name, have your DBA document available.
- Personal Information: For all beneficial owners with 25% or greater ownership in the business, you will need their Social Security Number (SSN) and a valid photo ID.
- Bank Account Information: Ensure you have the login credentials, routing number, and account number for the bank account from which payments will be made.
Check User Permissions
The account’s Primary User must be present during the SimpleACH setup process. To confirm if you are the Primary User, navigate to the User Tab, and double-click on your profile. If you are the Primary User, there will be a note indicating this, and your account will be set as an Admin user.
Please note: enabling SimpleACH will trigger a password reset for all Back Office users. The new password must be at least 8 characters long and include an uppercase letter, a lowercase letter, a number, and a special character.
Payout Permissions
Users responsible for paying consignors will need a 12-character password that adheres to the same complexity requirements. You can assign payout permissions to users by navigating to their profile, clicking on the user, and then selecting the SimpleACH button.
Set Up Store SimpleACH
Once you're ready to begin setting up SimpleACH, review the SimpleACH FAQ article, log into the Back Office side of the software, click on the Company tab, and then select SimpleACH Configuration to proceed.
From here, the Primary User will be sent an email containing a 6-digit code.
Copy and paste the code in SimpleConsign and hit Submit.
Finally, follow the prompts to complete the SimpleACH setup process for your store.
Set Up SimpleACH for Consignors
Once you have completed setting up SimpleACH for your store, you can proceed with setting it up for your consignors. Please follow the instructions outlined in our Consignor SimpleACH Setup article to complete the final steps of the process.