Going Live

We're here to help make sure you're ready to go live! Go through this launch checklist and complete the Dashboard onboarding steps before launch.

Operational Readiness

Identity Verification

• Verify the identity of the primary account holder
• Complete business verification

Account Funding

• Add a primary funding source to your account
• Add a backup payment method to your account

Technological Readiness

Account Funding

• Simulate balance check
• Simulate account funding from external funding source

Gift Card Buying

• Refresh catalog list
• Check stock and rates on a merchant
• Purchase a variable-value gift card
• Purchase a fixed-value gift card
• Reveal gift card ID

Transaction Search

• View historic transactions