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Get Started

An onboarding guide to verify your account with Rapyd in Client Portal.

Getting Started With Rapyd

The Get Started Tab will appear in Client Portal when you first sign up for a Client Portal Account. The Get Started page is an onboarding checklist to help you view the basic information you need in order to verify and set up your Rapyd account.

Note: The Get Started tab is temporary and will disappear when you have completed account setup within Client Portal.

Contacting the Sales Team

When you are activating a new Client Portal Account, you will need to submit some additional information about your business so the Rapyd sales team can better understand which product offering will best meet your needs.

  1. Sign in as described in Accessing the Client Portal and navigate to the Get Started tab.

    The Get Started page appears.

  2. Click on the Contact Our Sales Team banner.

  3. The Solutions window appears.

  4. Select your product solution.

  5. Click Next.

  6. Provide the following information:

    • An estimate of the money your business processes annually.

    • Any important information about your business.

  7. Click Submit.

How to Verify Your Account

  1. Sign in as described in Accessing the Client Portal and navigate to the Get Started tab.

    The Get Started Page appears

  2. Click on the Verify my account button in the upper right corner.

  3. The Activate Your Account page appears under the Activate Your Account tab.

  4. Begin the KYB application process in the Client Portal.

    The KYB Application and Approval Process

    To fully open your account you will need to complete Rapyd’s KYB (Know Your Business) process. Once your KYB questionnaire is submitted and approved you will be able remove account limits, collect payments and utilize additional Rapyd Products.

    See Activate Account for more details.

Setting Up Your Account

You need to add your banking information in order to complete your account setup. Your bank account information is required so the funds you collect can be settled to the appropriate account for your business.

  1. Sign in as described in Accessing the Client Portal and navigate to the Get Started tab.

  2. Click on the Set Up Your Rapyd Account banner.

  3. Click on Add Bank Account.

  4. Redirect to My Account > Settlements > Add Bank Account .

  5. Add your bank account details.

    Note: See Adding a Bank Account for more information.

Inviting Your Team Members
  • Click on Invite.

  • The Invite User dialog box appears.

  • Enter the user information.

  • Click Invite.

    Note: For more information, see Inviting a User.

Getting Paid

You need to request a payment in order to get paid and begin collecting funds from your clients using your Rapyd Account.

  1. Click on the Choose How to Collect Payments banner.

  2. You can perform the following actions:

    • Click the Request button to request a payment.

    • Click the Create link button to create a reusable payment link.

Note: You must complete the KYB approval process before you can request a payment.