You can also follow along our 2 day CloseWise account challenge and at: courses.notarynearme.com
Setting up your bank information is crucial for receiving direct deposit payments from companies that hire you through CloseWise. It also allows you to send invoices and receive credit card payments directly from your clients. Let’s go over the steps to get started.
To begin, click “Add Account”. You’ll be prompted to enter your bank account and routing numbers. This information will be used to verify your bank details.
After adding your bank details, you’ll see a banner prompting you to complete KYC (Know Your Customer) verification. Click “Proceed” to be redirected to Stripe, our payment processing partner. This verification helps prevent fraud and ensures secure transactions.
Once on the Stripe page, follow the prompts to fill out your KYC information. If you don’t have a website, you can use your NotaryNearMe.com profile link or a LinkedIn profile. When selecting your industry, choose something like Professional Services or Other Business Services. This helps Stripe verify your account and prevent fraudulent activity.
Once you've filled out all necessary details, you can submit the information. Agree and submit, and Stripe will verify your details. When everything is approved, your payment system will be enabled, and you’ll see a confirmation screen with no further action required. There will be a button to update your account if you need to change any information later.
If you ever need to update your bank account information or make changes (e.g., switching to an LLC or using a DBA), feel free to reach out to us at support@closewise.com for assistance.
If you experience any issues with pop-up blockers when trying to access Stripe, make sure to disable them or allow the page to open.
For any questions regarding the verification process or account setup, contact our support team at support@closewise.com.
