There are 4 steps to creating a WePay account. In the future.
When you create a new FundEasy or pay-to-attend AttendEasy event, you have the opportunity to create an account with the new WePay processor. Creating an account takes just a few simple steps.
First you'll create a WePay login or log in with an existing WePay Username. To create a username:
Each soft descriptor you create adds another WePay account to your account list in the upper right corner of your user account at WePay.com. This means you can keep your banquet and your walk reporting separate if you prefer. In the future, when you create a new event, you'll have the options to choose an existing WePay account or create another from your Event Details.
Know Your Customer (KYC)
WePay will have you log into WePay at this point to enter more information about your organization and you. Once you've filled out this part, you'll be able to choose your settlement information.
To help the government fight the funding of terrorism and money laundering activities, Federal law requires WePay to obtain, verify, and record information that identifies each person who opens an account. Therefore, WePay may ask for your name, address, date of birth, and other information that allows them to identify you.
You have the ability to manage your Settlement Method and your Settlement Frequency
Additional WePay Users
The process for creating accounts was recently updated. This article in our blog explains why.